Deleting a form

Delete a tax form:


1) Select Tax Forms from the menu bar then select select the specific tax form from the drop-down list.


2) Select payer/company from Payer/Company drop-down.

3) Select the recipient/payee from the bottom window to delete their tax form.

4) Click DELETE .

5) A pop-up message will appear that the Tax form was deleted. Click OK.




Note: When a tax form for a recipient/payee has been deleted, his/her personal information will still remain in the recipient/payee data file.

Powered by Zendesk