Attach a Note or a Schedule

To attach a note, proceed as follows:

1. Select the cell to which you would like to attach a note.
2. On the Edit menu, click Attach Note.
3. Enter the information that you want to attach to the cell.
4. Select the Keep this note when rolling forward the file check box if you want to keep this note.

5. Click OK.

A paperclip will be displayed in the top left corner of the cell. When you point the cursor to the cell to which a note is attached, a tooltip will display after a short pause. This tooltip will display the content of the note as well as the date on which the note has been attached.

To attach a schedule, proceed as follows:

1. Select the cell to which you would like to attach a schedule.
2. On the Edit menu, click Attach Schedule.
   If you want to attach a schedule to a cell with possible override, Corporate Taxprep will prompt you to confirm the override of the automatically calculated value with the value from the schedule before allowing you access to the schedule.
3. Enter the information that you want to attach to the cell.
   To add a line, press Enter or click Add.
   To delete a line, click Delete.
4. Display the form with the cell which is linked to an attached schedule a second time.
   A paperclip will be displayed in the left corner of the cell.

If you want to change the value in a cell with an attached schedule, you must display the schedule to modify its content. If you enter a new value directly in a cell that has an attached schedule, a message will appear prompting you to modify the schedule or delete it.