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pcliucpa
Level 1
March 4, 2025
Question

how to delete a client

  • March 4, 2025
  • 1 reply
  • 6 views

How to delete a client in the Pro connect?

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    1 reply

    A
    Anonymous
    March 6, 2025

    From Clients, select the Client name. From within the client, find the dropdown in the top right corner. Select Make inactive. See How to make a client inactive in ProConnect Tax.
    Let me know if this answered your question in the replies below or by selecting "Mark as best answer". 

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      George4Tacks
      George4Tacks
      Level 15
      March 6, 2025

      There is no DELETE a client.

      Answers are easy. Questions are hard!
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