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Deleting a State Tax Summary

Follow these steps to delete a State Tax Summary.

Log in to TaxCaddy.

On the Overview
screen, select a client tile to view the client profile.

Select Tax Returns
.

Select EDIT
in the Tax Summary
panel.

Select DELETE
next to the state you want to delete.

Select YES
in the confirmation.

This article applies to:

PRODUCT: SurePrep
Sub-Product: TaxCaddy

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