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- How do I delete a client and input data for a return?
How do I delete a client and input data for a return?
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bruceadavis-com
Level 1
04-05-2023
04:41 PM
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3 Comments 3
George4Tacks
Level 15
04-05-2023
10:50 PM
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Delete a client to input a return?
You can not delete clients. You can delete tax returns (select from the dropdown that starts with View Return.)
Answers are easy. Questions are hard!
SYKE
Level 1
12-14-2023
12:33 PM
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I simply want to delete a return!
PaulaCPA1
Level 1
03-19-2024
10:23 AM
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There is no option to delete a return under review. I have created two returns for the same person the same year, I need to delete one of them. Under review you can create, edit, or view. Delete is not an option.
