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.

1. Sign in to TaxCaddy.com

2. 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.

3. Click Tax Returns.

   
   
   

4. 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.
   
   
   

5. Click the Menu icon  on the return you want to delete.

   

    

6. Click Delete.

   

    

7. Click Yes on the Confirm Delete dialog box.