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?
Go to your ProSeries homebase. Left click your mouse on the client you want to delete. It should now be highlighted. Click the delete button on your keyboard.
Are you in the 1040 homebase or the efile homebase.
This will not work in the EFILE homebase, but should work in the individual modules, and least it works on mine and has in previous years the same way.
I'm sorry, the delete option is there but not hi-lited; therefore doesn't delete. I'm in the detail homebase. I don't know what the E-file data base is.
on the top left corner is a white box with over the top of that it says "Homebase View" Click on the down arrow on the right of the box and it lets you select the homebase for whatever type of return you are working on.
I have no idea why you aren't able to delete the client. With that said, does it really need to be deleted or can you live long and prosper if the client is still listed in homebase?
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.
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