how do i delet a return

Forum|Forum|5 years ago
January 17, 2021
1 reply
10 views

accidentially created two returns for one client. how do i delete one of the

ProConnect Tax

This topic has been closed for replies.

Best answer by itonewbie

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.

George4Tacks

Level 15

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!

itonewbieAnswer

Level 15

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.

---------------------------------------------------------------------------------Still an AllStar

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