Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Screens

Delete Clients dialog

Use this dialog to delete the current-year data files for a single client or for multiple clients.
To open this dialog, select File > Delete.
After client files are deleted, UltraTax CS cannot recover them. Therefore, we recommend that you back up the client's data before deleting it.

Fields & buttons

Lists all clients who meet the criteria designated in the Focus group box. Highlight the client(s) you want to delete and choose the Select button to move them to the Clients to delete pane on the right.
Lists the clients you have selected for deletion.
To move a client from the left pane to the right pane, highlight the client and choose this button. The client moves to the right pane.
To deselect a client, highlight the client in the list pane on the right, then select this button. The client moves to the list pane on the left.

Focus group box

Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
 To include only 1040 clients in the list, clear all checkboxes except the
1040
 checkbox.
Select this button to toggle between the most recent custom focus selection and the default selection.
Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.
This field displays the selected status event by which the client list is focused and the sorting criteria for that event. To limit the client list by a different status event or to change the sorting criteria, select the Modify button to open the Modify Event Focus dialog.
Select this button to change the selection in the adjacent field.

Other fields

Mark this checkbox to delete the client's depreciation data from both UltraTax CS and Fixed Assets CS.
  • If this checkbox is marked, the client is deleted from both applications.
  • If this checkbox is not marked, the client is deleted from UltraTax CS, but is not deleted from Fixed Assets CS.

This article applies to:

  • Product: UltraTax CS
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close