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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 Tax Returns

Select EDIT
in the Tax Summary
panel.

Select EDIT

Select DELETE
next to the state you want to delete.

Select DELETE

Select YES
in the confirmation.

Select YES

This article applies to:

Product: SurePrep
Sub-Product: TaxCaddy

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