You can delete a tax return if you want to remove it from your account.
Follow these steps to delete a tax return when using TaxCaddy.com on your PC, Mac or tablet.
Sign in to TaxCaddy.com
Click Tax Returns.
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.
Click Yes on the Confirm Delete dialog box.
Follow these steps to delete a tax return on your iPhone mobile phone app.
- Log in to the TaxCaddy mobile app.
- Tap Tax Returns on the tab bar.
Tap the tax year to view tax returns that belong to another tax year.
If your tax professional has enabled 1041 tax return profiles on your account, tap the Tax Return drop-down menu to view your available tax return profiles.
All will be selected by default, select the tax return profile you wish to view.
- Tap the menu on the return you want to delete.
- Tap Delete.