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How do I delete a client from my ProConnect account?

Level 1
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2 Comments 2
Level 15

You can't delete a client, only make them inactive:

  1. Go to the Clients dashboard;
  2. Click on your client;
  3. On the next screen, client on the little triangle next to the Edit client button in the top-right corner and select Make inactive.

You can, however, delete tax returns.

Still an AllStar
Level 1

Apparently this is no longer an option?  I don't get an option to make a client inactive....although I can see clients that I inactivated in years past.  Hopefully someone can provide some guidance on this?

Thank you

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