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Access Tax - Delete a Practice in Access Tax

Updated this week

Important: As lodged returns cannot be deleted, if the Practice contains any lodged returns, the Practice cannot be deleted.

  1. When a Practice needs to be deleted, all clients and all tax returns need to be deleted first.

  2. Once all are deleted, click on the Cog icon.

  3. Click the General tab to reveal the option to Delete Practice.

  4. Click on Delete Practice.

    Delete a practice
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