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14 replies

IRonMaN
IRonMaN
Level 15
Feb 20, 2022 3:58 AM UTC

Highlight the client in homebase and hit the delete key on your keyboard

Slava Ukraini!
    dlr1234Author
    Level 3
    Feb 20, 2022 4:31 AM UTC

    Not enough detail for this dummy. I highlighted the client, went to homebase selected home base maintenance takes me to 21data which takes me to homebase maintenance to add, delete, or update but they are not hi=-lited and wont perform. So what am I missing?

    jeffmcpa2010
    Level 10
    Feb 20, 2022 4:38 AM UTC

    In any homebase other than the efile homebase

    • Click on a client name
    • Right Click brings up a menu
    • Select delete from that menu
      Sheryl22
      Level 2
      Aug 2, 2023 9:18 PM UTC

      I called and this was solved. In the upper left corner there is a dropdown menu. If you are in "EF center" it will not activate delete or other options. You must choose "All Tax Returns". 

      Then select and right click as before and the options are active. 

       

      Hope this helps. Worked for me

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