Delete tax returns

You cannot recover a tax return once deleted, so make sure the correct tax return is selected.

  1. Go to Clients > Client List and find the required client.

  2. From the applicable tax widget on the client dashboard, select the required return.

  3. Select the Client/Case details tab, then select Delete tax return.

    When delete a tax return for a partnership, select the Partnership details tab.

  4. Confirm that you want to delete.