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How do I Delete a Client in ProConnect Tax?

StanCwynar
Level 1

I have quite a few accounts that I no longer do, how can I take them off my list of accounts?

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2 Comments 2
George4Tacks
Level 15

Not possible. No deleting of clients is offered.

 


Answers are easy. Questions are hard!
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Kathi_at_Intuit
Moderator
Moderator

Hi @StanCwynar Welcome to the Community and thanks for asking about how to delete a client file. as @George4Tacks said it is not possible, however you are able to make them inactive. Here is a support article that will tell you how to do this:

 

How to make a client inactive in ProConnect Tax

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