How to Delete a Client File
Caution: The following steps will permanently remove the file from your software database. It cannot be restored unless you make a backup copy before deleting the file.
To manually delete a client file from the database:
1. From the Home window, select Tools > File Maintenance > Delete Client Files.
2. Enter the SSN or EIN of the client file to delete.
3. Click Continue.
4. Click Yes to continue.
5. Click OK.
6. Click Exit to return to the Home window.
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