To Add a New Disclosure Note
Click on the New icon in the Notes section of the Task Bar.
The New note window is displayed with the name of the employer in the title
The functionality of the New notes window is as follows:
|This is a free format area. It is not mandatory.
|By default this check box is not ticked. Tick to include the Disclosure Note on a Tax Return
|This check box is only enabled if the Include check box is ticked. By default it is not ticked. Tick if the user is able to delete the note on the Tax Return Disclosure Notes window.
|By default it is not ticked. Tick if the user is able to edit the note on the Tax Return Disclosure Notes window.
|This is a drop down box with the different Tax Return pages. It defaults to SA102 and can be changed by the user.
|This is a numeric field (with format nnn) that together with Order defines the order of the Employer notes on the client Tax Return Disclosure window.
|Word processing area
|This is a free format area. It is mandatory. You can not change the font of the text in this area.
Populate the fields and enter the text of the disclosure note in the word processing area. Click on the OK button to save the changes. Click on the Cancel button to discard the changes.