How to Delete An Individual Client Return
Desktop · Written guide Content date 1 min read
In an office preparing returns on more than one computer, the following steps need to be done on the computer designated as the File Server.
Note: Removing a return is permanent. There is no "unremove" function.
To remove an individual client's return in Tax Processors Plus Desktop, from the Quick Menu select:
- Utilities
- Remove an Individual Client - Click the check box on the left to select a client to be removed. You can also sort the list by SSN, first name, or last name and search by whatever column the list is sorted by.
- When you are finished indicating the return(s) to remove, click Ok.
- Are you sure you want to remove X return(s)? - Select Yes.
- If Tax Processors Plus Desktop is configured to use a network, you will be asked Remove Return(s) from Network Backup? Select Yes again.
Additional Information: