How do I add a note to a card?
How do I add a note to a card?
Instructions
- From the Workspace, click on the relevant card.
- From the Tax Filing Notes section on the right-hand side, click the plus sign.
- In the Notes window, click the plus sign.
- Give the note a name, add a note and click on Save.
Related Articles
How to add Revenue Service Request Card
What is a Request Card? These are cards that are created by either: Creating a Revenue Service Request from your original tax filing; OR Adding a New Request from the Request Workflow Board These cards are found on the Request Workflow board. When ...How to add Revenue Service Request Card
What is a Request Card? These are cards that are created by either: Creating a Revenue Service Request from your original tax filing; OR Adding a New Request from the Request Workflow Board These cards are found on the Request Workflow board. When ...How do I add files to a card?
If you click on a tax filing card, you will now see an improved way to upload files: There are two ways of uploading files to a tax filing card: Drag and drop Select the files you would like to upload from the relevant folder and drag the pointer ...How do I add files to a card?
If you click on a tax filing card, you will now see an improved way to upload files: There are two ways of uploading files to a tax filing card: Drag and drop Select the files you would like to upload from the relevant folder and drag the pointer ...How to Add Additional Tax Types
Adding a tax filing to entities on Konsise Navigate to the Master Data section and from the dropdown select the relevant entity type: From the Master Data section select the eye icon next to company you would like to add a tax filing to. You will be ...