December 17, 2021

Users can now delete a Draft tax return and edit an existing transaction.

  • Delete a Draft tax return - Delete one or more tax returns that are still in the Draft status from your Plus Organization. All user roles EXCEPT those who have READ-ONLY access can delete an account transaction.

  • Edit an existing transaction - Edit any transaction(s) that are already tagged to a tax return or already posted on your Books of Accounts.

Did this answer your question?
😞
😐
😁