This article applies to:

Delete a client note

Delete a client note from the Client Note window in UltraTax CS.

You can delete a client note when it is no longer needed.

note

These steps delete all notes entered on the selected tab in the

Client Note

window. To delete only part of a note, select the text and press Delete
or Backspace
on your keyboard.

Select

Edit
Client Note

, or select the double musical note icon on the toolbar.

Select X
on the toolbar.

Select Yes
to confirm the deletion.

Select OK
to close the

Client Note

window.