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Comments are how a preparer and a reviewer talk to each other without leaving the binder, and how you leave yourself a note you’ll understand in three months.

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Notes vs issues

The distinction is the whole feature. A reviewer raising issues gives the preparer a punch list; a reviewer leaving notes gives them a wall of text. Reach for Issue whenever you want something to happen.

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Where to comment

On the binder: the Comments tab. Use it for anything about the engagement as a whole. On an account: from the Trial balance tab:
1

Find the account

2

Click its comment icon

3

Write it and save

The comment icon doubles as a status light on every row: Scanning the trial balance for yellow is the fastest way to find what’s still open.

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Resolving

Resolve marks an issue handled and turns the row green. Reopen puts it back if it wasn’t. The binder’s unresolved count in the header drops as issues close.

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Formatting

Comments take Markdown:
  • #, ##, ### for headings
  • **bold**
  • _italic_