In TaxSlayer ProWeb, tax returns are deactivated rather than deleted entirely. To deactivate a tax return, from the Welcome menu for your office select:
- Client Search - locate the desired return
- Tools drop-down menu
- Deactivate
- Select Yes when asked to confirm deactivation
A return can only be deactivated if its status is "In Progress". A deactivated return remains in the client list with a status of "Deactivated".
Caveats:
- For Pay-Per-Return subscribers, each deactivated return counts toward your initially purchased 15 returns. Please ensure you are required to deactivate prior to doing so.
- A in-progress return with an accepted extension request cannot be deactivated.
Additional Information:
