To remove or delete an individual client from the program, from the transmitting computer Main Menu of Keystone Tax Solutions select:
- Utilities
- Remove an Individual Client
- You will be prompted to enter the SSN of the client to remove or choose one from the pick list
- You will be asked Are you sure you want to remove XX return(s) (If you are using a Network you will be asked Remove Return(s) from Network Backup? Answer ‘YES’ to remove this return from the network drive.)
- If you select ‘YES’ the tax return for this client will be completely removed from the data files