dd4vols
Level 10
Level 10

are you deleting from the module home base (1040, 1065, etc) or from the EF Home Base?

I delete some every year, but from the module home base.  I bring all clients forward, then note the ones in house with the red Exclamation (info needed) tag... and use client status to segregate the completed ones, and ones still to do.  but we each have our own dynamics on keeping track. 

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