bfdorsey1
Level 2
01-17-2021
03:41 PM
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accidentially created two returns for one client. how do i delete one of the
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George4Tacks
Level 15
01-17-2021
03:48 PM
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There is no DELETE. The best you can do in enter the return, Select Return Actions then Rename to something like "DO NOT USE THIS ONE!"
Answers are easy. Questions are hard!
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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