Use Notes to Assign Form Parts to Users

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If you'd like to assign review/update responsibilities to specific team members for different sections, you can add a note and assign it to a user. Below is an example from one of our test returns:

• Open the form 'Overview' page
• Click the 'Note' icon
  
• Click the 'Add Note' button
  
• Select the 'Review' note type
  
• Select the user from the 'Assigned to' dropdown
• Enter a message in the message contents field
• Click the green 'Add' button to save the note and initiate an email notification to the assignee
  

Tips:

• Regularly save your work and verify changes before refreshing or navigating away from the page.
• Document any recurring issues with screenshots and detailed descriptions to assist technical support.

For further assistance, contact the K1x Support Team by clicking on the "Get Help" button on our apps or in our Help Center.

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To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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