Make a client inactive?

Username is two words · ‎03-01-2021

Hi, I've been working with a client but we are not going to continue. Is the best way to handle the return that is on my system to make it inactive and if so, how do I do that in ProSeries Professional? What exactly happens to an inactive client?

dd4vols · ‎03-01-2021

I just "delete'. Especially if you transferred from prior year, as you have 'your' last prepared return. I have on occasion reacquired a client, and if so..i just go thru the transfer from prior year til i get to year i'm working on.

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Username is two words · ‎03-01-2021

Can I restore it after it's been deleted, if I don't have a prior year?

IRonMaN · ‎03-01-2021

No, not in the system. But you can always back it up to a flash drive if you like.

Slava Ukraini!