Remove or re-attach accounts

You can remove attached accounts which can be re-attached later if needed.

1. Open the required return. The Status tab for the return is show by default.

2. Check that the status of the return displays 'Ready for Review' or 'Open'. If not, you will need to unlock the return first.

3. On the Data Input tab, select the attached accounts to view them.

4. Select Delete section then confirm when prompted.

5. At the top of the page, select Go to client dashboard.

6. From the Accounts or Accounts Production widget, select the required accounts.

7. Make the necessary changes and save before selecting the Check & File tab.

8. Select Re-attach and attach the required accounts.

9. At the top of the page, select Go to client dashboard.

10. From the applicable tax return widget, select the required return.

11. Submit the return as normal, marking the return as amended if the previous submission was accepted for this period and client.