TaxWise Online:   Delete & Restore Returns   

2010 IRS Training 

                         

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  Table of Contents  COURSE OBJECTIVES: ................................................................................................................................................. 7 Delete Returns ......................................................................................................................................................... 8 Restoring Deleted Returns .............................................................................................................................. 10

DELETE AND RESTORE RETURNS OBJECTIVES: During this lesson, you will learn how to... • Delete Returns •

Restore Deleted Returns

Delete Returns To delete returns in TaxWise Online, use the following steps: 1. Log in with a user that is assigned Administrator role. Note: Only the Admin User or user assigned the Administrator role has rights to delete returns

2. Click the Delete Returns link under Return Tasks.

3. TaxWise Online displays the Delete Returns dialog box:

4. Select the return(s) to delete and click the Delete button. NOTE: Click select all to select all returns for deletion. Click unselect all to remove all selections.

                       

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TaxWise Online displays the following confirmation message:

Click the OK button to confirm the deletion

5. Once you click OK, TaxWise Online displays the Delete Returns Results box

6. Click Close        

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Restoring Deleted Returns To restore a deleted return, use the following steps. Note: Only users with the rights to Start a New Return can restore a Return.

1. Click the New Return button. TaxWise Online displays the Create New Return dialog box.

 

 

2. Enter the Social Security Number twice for validation purposes. 3. Select the Go to Interview or Go to Tax Forms button. You are prompted to restore the deleted return, as illustrated below

 

 

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Do one of the following: • Select Restore Return to bring forward the previously deleted return. • Select Create new Return to start a blank return. • Select Close to cancel the process. NOTE: TaxWise Online does not completely delete a return unless you choose Create new Return when prompted to restore a deleted return.

If you choose to restore the return, you are given the option to go to the “Interview or the Tax Forms”

If you choose the Interview, you can also choose to “Click on Switch to Tax Forms to view the forms in the return.”

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