Richmond
Level 2
01-22-2021
11:39 AM
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How do I delete or inactivate clients in Lacerte. Clients are not coming this year and want to remove them.
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dlmcferran
Level 3
01-22-2021
11:43 AM
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On your clients list click on the client and then Control D. Answer the questions and its gone.
Dennis McFerran
RTRP, San Jose, CA
Richmond
Level 2
01-22-2021
12:22 PM
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thankyou