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 that the delete button that you select is at the bottom of the HandiTax screen and not just below the list of client names. If you select the Delete option below the list of client names, and not the one at the bottom of the screen below the returns, this will delete the client and not just the return.