Delete Client Files
This feature allows you to delete the data and corresponding print files associated with a single SSN/EIN.
- Go to Tools > File Maintenance > Delete Client Files. The "Delete Client Data File" dialog box appears.
- Enter the SSN/EIN of the client files to be deleted.
- Click Continue. A confirmation "Delete Client File" message prompts you for Yes to continue the delete or No to cancel the delete action.
- Click Yes to delete the data and any corresponding print files for the selected client.
Note
The "Delete Client Data File" dialog remains open so that you may continue deleting other client files. When you are done, click Exit to close the dialog and return to the main screen.