To mark a client as inactive, go to
Edit | Client Details | General
tab and remove the tick from the
Active
tick box. Marking a client as inactive will stop them from automatically being included in reports and will stop them from counting towards the client license. If the client has a return created for the tax year that the software relates to, then the client will still be treated as active until the following year's software release has been applied. If the return is blank, you can delete it by going to
Form | Delete Tax Return
and the client will then be immediately treated as inactive.