How do I delete a client

[mrichman333]

I can't figure out how to delete a client.

[Nellie]

Double click on the client you want to delete.  Then you can delete - 4th button from the right under 'Client Manager'

 

Nellie

[Nellie]

Oops - 4th button from the LEFT

[mrichman333]

Double click on the client you want to delete.  Then you can delete - 4th button from the right under 'Client Manager'

 

Nellie

 

Thank you

[Terry D EA]

You can also detach the return and save it in another location. I don't know how useful this is after the return is detached. If you have ever amended a return with OneDesk you'll find out that you can't keep the original return. When you amend a return, the amended return is the only one you can access. Don't like this feature. ATX kept both.+