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StanCwynar
Level 2
January 15, 2026
Question

How do I Delete a Client in ProConnect Tax?

  • January 15, 2026
  • 2 replies
  • 8 views

I have quite a few accounts that I no longer do, how can I take them off my list of accounts?

2 replies

George4Tacks
George4Tacks
Level 15
January 15, 2026

Not possible. No deleting of clients is offered.

 

Answers are easy. Questions are hard!
Kathi_at_Intuit
Kathi_at_IntuitModerator
Moderator
January 18, 2026

Hi @StanCwynar Welcome to the Community and thanks for asking about how to delete a client file. as @George4Tacks said it is not possible, however you are able to make them inactive. Here is a support article that will tell you how to do this:

 

How to make a client inactive in ProConnect Tax

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