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    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
    Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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    I am trying to delete some clients, but when I go to client maintenance the delete feature is not functional.

    BeneficialAccounting
    Level 1
    ‎03-24-2021 12:50 PM
     
    0 Cheers

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    1 Comment 1
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎03-24-2021 12:56 PM
    You need to be in a regular HB view, not the EFCenter.
    And you can just right click on the client in HB and choose Delete (you can tag them all and do this as well to delete multiple clients at once), you dont need to use Client Maintenance.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪






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