Important: Before deleting any tax returns, we suggest doing a backup of the HSoft folder in case at any time you need to restore.
Follow the steps below to delete:
In the relevant HandiTax year, select the Client and ensure that the top of the screen shows "Selected client is...".
Highlight the required Tax form at the very bottom of the screen, then click Tax Forms, Delete.
Click OK to the message "Delete this record?".
Note: Ensure you are selecting the correct delete button. If you select the delete button below the list of client names, rather than the delete button underneath the returns, this will delete the client and not just the return.