On the client returns listing page, choose the "Edit" option from the dropdown by clicking on the three dots (...) at the end of the client listing you are looking to edit.

In the edit client return pop-up, you can change everything about a client return except for the email address. If the client returns are not requested for information yet, the email address can also be changed.

On the client returns listing page, choose the "Delete" option from the dropdown by clicking on the three dots (...) at the end of the client listing you are looking to delete.

Confirm deletion on the email prompt.

Note - Deleting these client returns will permanently delete all related data including any invitations sent for the chosen tax year. Taxbotic will not be able to recover this once deleted.

All primary and secondary returns are deleted at once with this option. If you would like to delete some of the secondary/family returns, you can do that via the edit option.

💡 Tip

Need more help? Reach out to us at help@taxbotic.com or visit our other guides.