Tax Masters at Work · Agent tool

Due Diligence Notes Builder

Answer what you asked and what you saw. Then tap Generate at the bottom for your short notes (software) and offline notes (file). Works with or without internet, and nothing you type leaves this device.

During tax season, notes must be written within 2–3 days of the interview and before the return is transmitted to the IRS.
File reviews done after the fact are dated the day they're written.

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Generate your notes

When every section above is answered, tap Generate. Your short and offline notes will appear below.

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.