Ability to delete returns after a certain time period

[robacc340]

Tax return preparers need the ability to periodically purge their older records. I've been informed that Proconnect does not allow, once a return is e-filed, the ability to purge older records (even after a set period of, say, seven years).

For legal as well as practical implications, Proconnect should implement the ability for preparers to periodically purge old client records so that they are not open to potential legal liability for older/retired/discontinued Clients into the foreseeable future. Regardless of this, the preparer should have the power to purge as they need given that the data and preparation is owned by them and their Clients - not Intuit.