You can delete a client's tax returns, action required documents (for web organizers or tax returns), tax source documents, and Schedules K1 from NetClient CS. You can delete all of these documents for a client at once, or you can delete only selected documents.

This feature is only available to firms that are licensed for NetFirm CS and UltraTax CS.

1. In the Admin tab of the navigation pane, click the My Tax link in the NetClient CS section.

   Note: If you don't see these items, you don’t have access to this area.

2. Click the appropriate link below to view the remaining steps.
   
   

   Delete all of a client's tax documents from NetClient CS

   1. In the All Clients pane on the right, enter any part of the client's first name, last name, or client ID in the Find field.
   2. Select the client and mark the checkbox in the Delete Tax Documents column.
   3. Click Enter.
   4. Click OK to confirm the deletion.

   Select specific tax documents to delete from NetClient CS

   1. In the My Tax Clients pane in the middle of the screen, enter any part of the client's first name, last name, or client ID in the Find field. NetFirm CS displays the client's tax documents on the right.
   2. Mark the checkbox to the left of each document you want to delete.
   3. Click the Delete Selected button at the bottom of the screen.

To prevent the tax document(s) from being sent to this portal again, you may need to update the Client Communications Portal Destination in UltraTax CS. See How to link, combine, or merge client portals in UltraTax CS.

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