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This article applies to:

  • Product: Planner CS

Delete preparers

Do the following to delete a preparer:
note
If a plan is open, you'll need to close it before you continue.
  1. Select
    Tools
    Setup Preparers
     to open the
    Preparer Options
     screen.
  2. In the Preparer List, select the name of the preparer you want to delete.
  3. Select
    Delete
    .