ProConnect HelpIntuit HelpIntuit

How to remove an existing family link in Lacerte

SOLVEDby Intuit40Updated almost 2 years ago

Follow the steps below:

If in a network environment be sure all users have exited the Parent and Child files.

  1. Select the Clients tab to view the list of your clients.
  2. Select Tools.
  3. Select Family Link (8615).
  4. Select the Parents return from the Family Links section (on the right side of the window).
  5. Select the << Remove button.
  6. Select Yes to the confirmation window Delete Family [client name]?

Related Video:

Was this helpful?

You must sign in to vote, reply, or post
Lacerte Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

Dynamic AdsDynamic Ads