Remove tax documents from NetClient CS
You can delete a client's tax returns, action required documents (for web organizers or tax returns), tax source documents, and Schedules K1 from NetClient CS. You can delete all of these documents for a client at once, or you can delete only selected documents.
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This feature is only available to firms that are licensed for NetFirm CS and UltraTax CS.
- In the Admin tab of the navigation pane, go to the NetClient CS section and selectMy Tax.noteIf you don't have these options, you don't have access to this area.
- To delete all of a client's tax documents:
- Go toFindin the the All Clients pane and enter any part of the client's first name, last name, or client ID.
- Select the client and mark the checkbox in theDelete Tax Documentscolumn.
- SelectEnter.
- SelectOKto confirm the deletion.
- To delete specific documents from NetClient CS:
- Go toFindon the My Tax Clients pane and enter any part of the client's first name, last name, or client ID. NetFirm CS shows the client's tax documents on the right.
- Mark the checkbox for each document you want to delete.
- SelectDelete Selected.
To prevent the tax documents from being sent to this portal again, update the Client Communications Portal Destination in UltraTax CS. See How to link, combine, or merge client portals in UltraTax CS.
