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Deleting Clients

Level 2

How do I delete or inactivate clients in Lacerte.  Clients are not coming this year and want to remove them.

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2 Replies 2
Level 3

On your clients list click on the client and then Control D.  Answer the questions and its gone. 

Dennis McFerran

RTRP, San Jose, CA

 

Level 2

thankyou