How to delete a client in Lacerte

Ensure you thoroughly review the clients you select before deleting, as this is a non-reversable process.

To delete a client from your client list, follow these steps:

1. Select the client(s) you want to delete.
2. Press CTRL+D.
3. Select Yes.
4. If you've selected more than one client, select Yes in each pop up, or Yes to all if you've verified that you've selected the right clients.

Related articles:

• How to Un-invite a Client in Intuit Link
• How to add, delete, or modify a Preparer in Lacerte