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Delete tax return from current year

zorromeyers
Level 1

I want to delete a tax file of decease tay payer 

that transferred to 2018 tax year.

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1 Solution

Accepted Solutions
TAXOH
Level 11

Highlight the client in homebase, right click and choose delete 

View solution in original post

10 Comments 10
TAXOH
Level 11

Highlight the client in homebase, right click and choose delete 

dd4vols
Level 10
Level 10
I agree 100% with TAXOH.... i'm just posting to see if I am still in 'TIME OUT'.  None of my posts/answers have shown up in the last 3 days...….
If an answer solves your issue, click on the "Accept as Solution" button! Makes it easier for people to find answers to similar questions that have already been posted.
sjrcpa
Level 15
@dd4vols Looks like your punishment is over :smile:

Ex-AllStar
kds
Level 1

I want to delete a client. What is Homebase?

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IRonMaN
Level 15

The screen that is looking back at you when you open ProSeries.


Slava Ukraini!
Just-Lisa-Now-
Level 15
Level 15

@kds wrote:

I want to delete a client. What is Homebase?


Are you using ProSeries? or a different Intuit tax product?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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klimli
Level 3

This is not a solution.

I started a client return then they decided to not use me and I've been stuck with this shell of a return with delete greyed out no matter where I look (Homebase does not let me delete).

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dkh
Level 15

Can you find the file in the XXData folder and delete it from there then do a Homebase Maintenance to remove it from there

klimli
Level 3

Thanks yes, delete, do Homebase Maintenance, and hit 'fix' and it's gone thank you!

dkh
Level 15

You're welcome @klimli