You can delete a tax return if you want to remove it from your account.
TaxCaddy.com on PC, Mac or tablet
Follow these steps to delete a tax return when using TaxCaddy.com on your PC, Mac or tablet.
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Sign in to TaxCaddy.com
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If your tax professional has created a 1041 tax return profile, select the correct profile from the TAX RETURN menu.
Click here to learn more about 1041 tax returns in TaxCaddy. -
Click Tax Returns.
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Select the tax year. Tax returns are only visible under the tax year they were created in by your tax professional.
If your tax professional has created a 1041 tax return profile, select the correct profile from the TAX RETURN menu
Click here to learn more about 1041 tax returns in TaxCaddy. -
Click the Menu icon
on the return you want to delete.
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Click Delete.
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Click Yes on the Confirm Delete dialog box.
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