Remove a Workpaper

There are two ways to remove a workpaper.

Method one

1. Click the Workpapers tab > Workpapers.
2. Click the workpaper you want to remove.
3. Click the Settings buttonthen click Remove workpaper from this tax year.

Method two

1. On the Trial balance page, locate the account that has the workpaper you want to remove.
2. Click the Settings buttonfor the account then click Remove workpaper from this tax year.

Unable to remove workpapers

If there is a temporary difference workpaper and you are unable to delete it, it is usually because the prior years are locked.

You will need to unlock prior years, remove the workpaper and then re-lock the prior years.