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HandiTax - How do I delete clients in a batch?

Updated over a month ago

Instead of deleting clients individually, you can delete all tagged clients in a batch.

  1. From the Clients menu, select Batch Delete tagged clients.

  2. Ensure that no other HandiSoft programs are accessing the clients' records to be deleted.

Note: Please 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).

  1. 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.

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