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This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy

Deleting a client's tax return

Follow these steps to delete a client's tax return. 
  1. Log in to TaxCaddy.
  2. On the
    Overview
     screen, select a client tile to view the client profile.
    Select a client from the Overview screen
  3. Select
    Tax Returns
    .
    Select Tax Returns
    If you've created a 1041 tax return profile, select the correct profile from the
    TAX RETURN
     menu.
    Select a tax return
  4. Point to a return and select the
    Menu
     Menu icon button.
    Select the Menu icon
  5. Select
    Delete
    .
    Select Delete
  6. Select
    YES
    in the confirmation.
    Select YES

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