To delete a client in Tax, you first need to check if you have the permission. If unsure, check with your Administrator. To change the permissions, the Administrator will need to change user permissions.
Important: You can only delete a client who has no tax returns.
Log in to Tax.
Open the client by clicking on their name.
At the bottom right of the Edit Client Details window is a green Delete Client button. If you do not see this, it indicates that you do not have permission to delete.
Note: If tax returns exist, these will need to be removed first. You may need to take additional steps to ensure that deleting the client complies with your company's data retention policies and applicable legal requirements. It is important to consider these factors before proceeding with the deletion of a client who has tax returns.