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Make a client inactive?

Hi, I've been working with a client but we are not going to continue.  Is the best way to handle the return that is on my system to make it inactive and if so, how do I do that in ProSeries Professional?  What exactly happens to an inactive client?  

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dd4vols
Level 10
Level 10

I just "delete'.  Especially if you transferred from prior year, as you have 'your' last prepared return.  I have on occasion reacquired a client, and if so..i just go thru the transfer from prior year til i get to year i'm working on.

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3 Comments 3
dd4vols
Level 10
Level 10

I just "delete'.  Especially if you transferred from prior year, as you have 'your' last prepared return.  I have on occasion reacquired a client, and if so..i just go thru the transfer from prior year til i get to year i'm working on.

If an answer solves your issue, click on the "Accept as Solution" button! Makes it easier for people to find answers to similar questions that have already been posted.

Can I restore it after it's been deleted, if I don't have a prior year?

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IRonMaN
Level 15

No, not in the system.  But you can always back it up to a flash drive if you like.


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