This article explains how to delete a document you’ve scanned with the document scanner in CrossLink TaxProAlliance.
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** 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 easiest way is to associate the scanned document with a test tax return. ** |
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📖 Instructions –
Log into CrossLink TaxProAlliance.
Open the tax return with the scanned or imported document.
Select the Document Archive from the Attached Forms.
Select the document you want to delete.
Click Delete.
Confirm your request by selecting Yes to the prompt.
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This process was put in place in CrossLink TPA 2018. Any software version prior to CrossLink TPA 2018 will require different steps to delete the scanned document (see below). |
📖 Alternative Instructions –
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For CrossLink TaxProAlliance 2018 and prior, newer years see instructions above. |
From the WIP, click Add New.
Type “1111111111” in the Social Security number box and the Confirm box and then click OK.
Click Save.
Click Close.
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On the Utility menu, click System Utilities.
Click Scanned Documents and then click Run Utility.
Click Go.
In the list, click the scanned document you want to delete.
Click Move.
In the SSN box, type 111111111 and then click OK.
📖 Step 3: Delete the test tax return
Open the tax return for Social Security number 111-11-1111.
On the Return menu, click Delete Return.
When the Delete Return box appears, click Yes.
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