How do I delete or inactivate clients in Lacerte. Clients are not coming this year and want to remove them.
This discussion has been locked.
No new contributions can be made. You may start a new discussion
On your clients list click on the client and then Control D. Answer the questions and its gone.
RTRP, San Jose, CA
You have clicked a link to a site outside of the ProConnect Community. By clicking "Continue", you will leave the Community and be taken to that site instead.