How to Delete a Recipient/Payee from your Database

 Delete Recipients/Payees:

1) Select Payers & Recipients from the menu bar then select Manage Payers & Recipients from the drop-down.

manage_payers.PNG

2)  Select the payer/company (the recipient you need to delete is listed under) from the Payer/Company Name drop-down.

3) Click View/Edit.

delete_recipient.png

4)  Click DELETE.

delete_recipient_2.png

5)  A pop-up message will appear confirming you want to delete this recipient and all tax forms associated. Click Yes if you want to proceed or click No if you no longer want to delete this recipient.

delete_recipient_3.png

 

Delete all Recipient/Payee for one Payer

1) Select Utilities from the menu bar then select Import Current Year Tax Forms from the drop-down.

DA001.PNG

2) Select your Payer/Company from the drop down list

3) Click on the Reset Database

DA002.PNGs

4)  A pop-up message will appear confirming you want to delete all recipient and all tax forms associated with the payer. Click Yes if you want to proceed or click No if you no longer want to delete this recipient.

DA003.PNG

 

 

 

Powered by Zendesk