itonewbie
Level 15
01-17-2021
04:24 PM
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I think George is referring to client deletion. He is correct that you can't delete a client, you can only "Make inactive" a client from the Clients dashboard.
You can, however, delete a return. Just make sure you are deleting the one you won't ever need because you won't be able to recover that once it's done. The simplest way to delete a return is to:
- Go to the Tax Returns dashboard;
- On the line of the return you'd like to delete, click on the dropdown (showing View return) under the ACTIONS column;
- Select Delete return; and
- In the popup, check that it is the correct return you'd like to delete, and hit Delete.
Poof, that return is now gone - forever - you've reached the point of no return.
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Still an AllStar
Still an AllStar