Delete a web organizer or a PDF organizer

You can delete a client’s web organizer or PDF organizer from within NetFirm CS administration.
  1. In the Admin tab of the navigation pane, go to the NetClient CS section and select
    My Tax
    .
  2. In the All Clients pane of the My Tax screen, go to
    Find
    and enter any part of the client’s first name, last name, or client ID.
  3. Select the client and mark the checkbox in the Delete Organizers column.
  4. Select
    Enter
    .
  5. Select
    OK
    to confirm the deletion.
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