Proconnect online

Forum|Forum|3 years ago
December 30, 2022
1 reply
20 views

Anyone know how to delete a client return on Proconnect Online? when I got to the list of clients and go to the specific client and then choose a year and 'view return' it gives me the option to delete but when I choose delete and then answer yes and go back to the main screen the return is still there.

The returns I want to delete are all closed years and the clients are gone. I don't want this information left on the website.

Is there any way to remove them?

ProConnect Tax

This topic has been closed for replies.

George4Tacks

Level 15

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/how-do-i-delete-a-client-from-my-proconnect-account/00/47735#M3123

Answers are easy. Questions are hard!

R

RoamingCPAAuthor

Level 5

George4Tacks,

Yes I know I can't delete the client, I have to make it inactive. However I can't delete an individual returns either. As I said in my post:

"when I go to the list of clients and go to the specific client and then choose a year and 'view return' it gives me the option to delete but when I choose delete and then answer yes and go back to the main screen the return is still there."

Is there a way to delete a return? The method I used above isn't working.

Thanks.

George4Tacks

Level 15

There is no way to delete a client. You could overwrite it with garbage to make it useless.

Answers are easy. Questions are hard!

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