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Note

** It’s not possible to directly delete a scanned document. However, you can associate the scanned document with another tax return. If you want to delete a scanned document, the easy easiest way is to associate the scanned document with a test tax return. **

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  1. From the WIP, click Add New.

  2. Type “1111111111” in the Social Security number box and the Confirm box and then click OK.

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  3. Click Save.

  4. Click Close.

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  1. On the Utility menu, click System Utilities.

  2. Click Scanned Documents and then click Run Utility.

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  3. Click Go.

  4. In the list, click the scanned document you want to delete.

  5. Click Move.

  6. In the SSN box, type 111111111 and then click OK.

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📖 Step 3: Delete the test tax return

  1. Open the tax return for Social Security number 111-11-1111.

  2. On the Return menu, click Delete Return.

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  3. When the Delete Return box appears, click Yes.

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