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Deleting a client's tax return

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

Log in to TaxCaddy.

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

Select a client from the Overview screen

Select Tax Returns
.

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
Menu icon

button.

Select the Menu icon

Select Delete
.

Select Delete

Select YES
in the confirmation.

Select YES

This article applies to:

Product: SurePrep
Sub-Product: TaxCaddy

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