Important: If you have other HandiSoft programs i.e. Time+BIlling, HandiLedger etc. do not proceed as this process will create orphaned data within the other HandiSoft programs.
Instead of deleting clients individually, you can delete all tagged clients in a batch.
Ensure you have a current working backup.
Log in to HandiTax.
From the Clients menu, select Batch Delete tagged clients.
Ensure that no other HandiSoft programs are accessing the clients' records to be deleted.
Double-check that all tagged clients and tax forms should be deleted. (Press F6 to view a list of tagged clients and their tax forms).
Click OK to confirm the deletion.
Note: You cannot undo this deletion. If you inadvertently delete the wrong clients, you will have to restore them from a backup.