Delete years

Planner CS can't recover deleted plan years. Therefore, you may want to back up the plan's data before deleting any year.

note

You can't delete years from an S Corp Comparison plan.

Use the following steps to delete any number of years from the end of an open plan.

Choose Edit
, Plan Years
, then Delete
to open the

Delete Years

window.

Enter the number of years you want to remove from the plan.

note

Retain at least one year in a plan.

Select the Delete year(s) from end
or Delete year(s) from beginning
option.

Select the Delete
button.

This article applies to: