Delete Accounts

Modified on Wed, 01 May 2024 at 10:24 AM

You may want to delete an account if you added it incorrectly or imported it accidentally.

An account record spans across tax years, so if you delete it in one year, it will be deleted from all other tax years. When you delete an account, it is removed permanently from the system. There is no way to undo this action – you will need to contact TaxLab Support for assistance.

Delete an Individual Account

  1. On the Trial balance page, locate the account you want to delete.
  2. Click the account to open it.
  3. Click the Settings button .
  4. Click Permanently delete account from all tax years.

Delete Multiple Accounts in Bulk

  1. On the Trial balance page, click the Chart of Accounts tab.
  2. Locate the accounts you want to delete and select their check boxes.
  3. Click the Apply button.

FAQs – Cannot Delete an Account

If you cannot delete an account, please check the following items:

  • Unlock ALL prior years’ returns. Please note that deleting an account will remove the account from all the prior years.
  • Remove any tax return mapping associated to the account.
  • Remove any workpaper attached to the account.
  • Delete any breakdown related to the account.
  • You have full access to the entity and not read only access.

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