Accessing the Disclosure Notes Window
Local notes are created and maintained at database level from File > Maintenance > Tax settings > Personal Tax > Disclosure notes.
- Form – the tax return page on which the note is to be displayed
- Order – Replaces Section and Sub Section in Letter Paragraphs. Determines the priority in which notes are order on the tax return page.
- Text Editor – Please note that due to the restrictions on formatting disclosure notes enforced by HMRC & Online filing, only the Add data option is available. A spell checker is provided in the text box.