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This article explains how to delete a document you’ve scanned with the document scanner in CrossLink TaxProAlliance.

** It’s not possible to 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 way is to associate the scanned document with a test tax return. **

📖 Step 1: Create a “test” tax return

  1. From the WIP, click Add New.

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

  3. Click Save.

  4. Click Close.

📖 Step 2: Associate the scanned document with the test tax return

  1. On the Utility menu, click System Utilities.

  2. Click Scanned Documents and then click Run Utility.

  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.

📖 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.

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

You have now successfully deleted the scanned document.

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