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1040-DR - Desktop | Delete a Client Return

1040-DR - Desktop | Delete a Client Return

How to Delete a Client File in 1040-DR

Note: This process permanently removes the client file. It cannot be restored unless you made a backup beforehand.

Steps to Delete a Client File

  1. Go to Tools > File Maintenance > Delete Client Files.

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  2. Enter the client’s SSN or EIN.

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  3. Click Continue.

  4. Click Yes to confirm the deletion.

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  5. Click OK.

  6. Click Exit to return to the Home window.

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