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Category: Utilities

Remove / Delete An Individual Client

To remove or delete an individual client from the program, from the transmitting computer Main Menu of TaxSlayer Pro select:

  • Utilities
  • Remove an Individual Client
  • You will be prompted to enter the SSN of the client to remove or choose one from the pick list
  • You will be asked Are you sure you want to remove XX return(s) (If you are using a Network you will be asked Remove Return(s) from Network Backup?  Answer 'YES' to remove this return from the network drive.)
  • If you select 'YES' the tax return for this client will be completely removed from the data files

Additional links:
Remove / Delete A State Return
Remove / Delete A Business Return

Last Updated: 2/22/2017

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