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1040 - Reduce the Number of Pages Printed when Printing Final Return
1040 - Bank App Does Not Appear on Return When Choosing a Bank Product
1040 - Change Access level to view or not view Non Owner Returns
1040 - Deleting a Scanned or Imported Documents
1 month ago
Updated
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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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Documents that are captured using a signature device (signature pad and/or remote signature) cannot be deleted.
Follow the instructions below to successfully delete a scanned or imported document:
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6. Confirm your request by selecting Yes to the prompt.🖐 Note:
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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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It’s not possible to delete a scanned document in CrossLink 1040 prior to CrossLink 2018. However, you can associate the scanned document with another tax return. |
Follow the instructions below to successfully delete a scanned document in CrossLink 1040 prior to CrossLink 2018:
Deleting a
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Scanned Document
Step 1: Create a “test” tax return
Step 2: Associate the scanned document with the test tax return
Step 3: Delete the test tax return
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Step 1: Create a “test” tax return
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4. Click Save.
5. Click Close.
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Step 2: Associate the scanned document with the test tax return
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6. In the SSN box, type 111111111 and then click OK.
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Step 3: Delete the test tax return
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3. When the Delete Return box appears, click Yes. You have now successfully deleted the scanned document.
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