Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How to delete a client?

AmyK1
Level 1

What's the secret for deleting a client? There is no obvious way to do it nor does the chatbot seem to be able to understand what deleting a client is. Can anyone help me understand how to do this simple task? Thanks!

0 Cheers
2 Comments 2
IRonMaN
Level 15

You can't delete clients in ProConnect.  You can delete tax returns, but not clients.


Slava Ukraini!
70
Level 1

Make them inactive and recreate account if needed.

0 Cheers