Lesson 6B - Delete Involvements

Deleting an involvement will remove the link between a Trust and a person and will also delete data entered in the Trust Tax Return that relates to that person in all years.

1. Click the magnifying glass next to the client id at the top of the screen.

2. Click View to view the client maintenance screen.

3. Click on the Related tab and then click Involvements.

4. Highlight Mr Beaumont and click View.

5. Click Delete.

6. A message will be displayed. Click Yes to proceed.

7. Another screen will be displayed which shows the information that will be deleted. Click Yes to continue.

8. A final warning appears on the screen. Click Yes to continue.

9. The final screen shows the number of records deleted. Close Close.

Deleting Trusts