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Remove / Delete An Individual Client

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
Updated on July 10, 2018

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