emarti39
Level 1
01-29-2020
10:31 PM
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itonewbie
Level 15
01-29-2020
11:02 PM
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You can't delete a client, only make them inactive:
- Go to the Clients dashboard;
- Click on your client;
- On the next screen, client on the little triangle next to the Edit client button in the top-right corner and select Make inactive.
You can, however, delete tax returns.
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Still an AllStar
Still an AllStar
PLockwood
Level 1
01-10-2023
11:44 PM
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Apparently this is no longer an option? I don't get an option to make a client inactive....although I can see clients that I inactivated in years past. Hopefully someone can provide some guidance on this?
Thank you