Deleting years

Alerts and notices

Planner CS cannot recover deleted plan years. Therefore, you may want to back up the plan's data before deleting any year.

Note: You cannot delete years from an S Corp Comparison plan.

To delete any number of years from the end of an open plan:

  1. Choose Edit > Plan Years > Delete to open the Delete Years dialog.
  2. Enter the number of years you want to remove from the plan.

    Note: You must retain at least one year in a plan.

  3. Select the Delete year(s) from end or Delete year(s) from beginning option.
  4. Click the Delete button.

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