Delete a Draft Tax Return

Delete one or more tax returns that are in Draft status from your Plus Organization.

Maui Banag avatar
Written by Maui Banag
Updated over a week ago

How it works:

  • Use the delete function to remove a draft tax return from your Plus organization.

  • All user roles EXCEPT those who have READ-ONLY access can delete an account transaction.

STEP 1: Find your draft tax return that you want to delete.

STEP 2: To delete draft tax returns in bulk, select the draft tax returns by ticking the checkbox then click the Delete Report icon located in the upper right part of the screen.

A prompt message will appear confirming that the return/s has been successfully deleted.

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