Deleting a client's tax return

Follow these steps to delete a client's tax return.

On the Overview
screen, select a client tile to view the client profile.

Select Tax Returns
.

If you've created a 1041 tax return profile, select the correct profile from the TAX RETURN
menu.

Point to a return and select the Menu

button.

Select Delete
.

Select YES
in the confirmation.

This article applies to: