Archive/Delete Tax Clients
A
Amy Iannone
I came here to say this! Our workaround right now is to edit the client's name to start with zDISENGAGED so that they are put to the bottom of the list alphabetically and also created a status called DISENGAGED DO NOT WORK.
Grace Lewis
There isn't a way to delete/archive a tax-only from the tax suite view. However, as a workaround, you can do the following:
- Go to Practice Settings > All client settings
- Check Monthly closes to make the client populate on the client list
- Go to the Client List
- Delete/archive the from the client list
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