Generate your notes
When every section above is answered, tap Generate. Your short and offline notes will appear below.
Disclaimer: This builder is an optional tool, used at your own discretion. It does not replace your professional judgment. You are responsible for asking the required questions, entering only truthful and accurate information, reviewing the notes before using them, and meeting all IRS due diligence and record-keeping requirements, including Form 8867. This tool is not legal or tax advice.
Generate due diligence notes
Short notes — inside the software Copy
Paste into the software's due diligence notes, then into “Software Due Diligence Notes” on the intake form.
Documents relied on Copy
Paste wherever the software asks which documents you relied on (Form 8867 section). It's also already in the short and offline notes.
Offline notes — detailed, for the file Copy Reword
Paste into “Full Detailed Due Diligence Notes” on the intake form. The wording is written fresh for every client, so no two files read alike — tap Reword for a new version. The facts never change, only the phrasing. Read it over before you paste.
Start a new client
Clear everything on this page? Yes, clear it Keep it
Your answers save on this device only, so you can close the page and come back. Never type full Social Security numbers, ID numbers or bank account numbers here.
