ISSUE:

• Staff reports that a client needs to be deleted from Axcess Tax

NOTES:

• A client profile will not be able to be deleted if any tax returns exist
• Returns will need to be moved to another client if they need to be retained

RESOLUTION:

• Open Axcess Tax > Dashboard > Client Manager
• Enter Client # to remove > close the profile if it opens
• Select the checkbox in front of the client # to delete
• Select Delete icon
  
  
  
• The following message indicates that there are no returns attached and the profile can be removed > Select Delete to finish
  
  
  
• If you receive the message below, you are unable to delete the Client Profile and must explore alternatives