Delete a client
Complete the following steps and review the notes to delete all of the current-year data files for one or more clients.
note
After you delete client files, UltraTax CS can't recover them. Therefore, we recommend that you back up the client's data before you delete it.
- From theFilemenu, selectDeleteto open theDelete Clientswindow.
- In theClients available to deletepane, highlight the client(s) whose data you want to delete and select theSelectbutton. The clients you select will move to theClients to deletepane. To remove a client from the deletion list, highlight the client and selectRemove.
- If you have Fixed Assets CS and the two applications share client depreciation data, UltraTax CS defaults to deleting the client from Fixed Assets CS as well. To delete the client from UltraTax CS but not from Fixed Assets CS, clear theDelete Fixed Assets CSclient data checkbox.
- SelectDelete. UltraTax CS prompts you to confirm that you want all data deleted for the selected clients.
- SelectOK.
note
- The open client is automatically selected for deletion. If you don't want to delete the open client, select their name in theClients to deletepane then selectRemove.
- If you try to delete a client whose data is password-protected, UltraTax CS prompts you to either enter the password or to skip deleting the protected client's data.
- You can electClient ID,Name, orEntityin the title bar of the list pane to sort the client list by that characteristic.
- Use theFocusgroup box at the bottom of the window to limit the number of clients who appear in the client list by entity type, preparer/reviewer/staff, or status event.
- After client data is deleted, there won't be an audit trail available to determine who deleted the client or when. To restrict access to theDelete clientswindow, selectSetup,Security, then mark theRestrict access to File > Deletecheckbox.
