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CLO - Deleting Records from the Database
1 year ago
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Most records in the database are automatically generated as tax returns are completed, but it may be necessary to delete records that are duplicates of other more complete records, or records that no longer serve any purpose. |
Follow the instructions below to successfully delete a Record in the Database:
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4. Find the record in the database you want to edit and move the mouse cursor to hover over the name of the record.
5. Select the
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that appears 3 dots that appear next to the name of the record.
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7. Click Delete to permanently delete the Record from the database
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