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1040 - Deleting a Scanned or Imported Documents

1 month ago

 

Updated

This article demonstrates how to delete a document you’ve scanned with the document scanner or that you imported into the document archive from your computer.

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🖐 Note: This process was put in place in CrossLink 2018. Any software version prior to CrossLink 2018 will require different steps to delete the scanned document (see below).

 

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Software Version prior to CrossLink 2018

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Deleting a scanned document 

 

Step 1: Create a “test” tax return

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