Deleting Periods

Last modified 10:20, 23 Oct 2015

Overview

It is not possible to directly delete accounting periods. These can only be edited or deleted as part of the period of account deletion.  Exercise caution while using this feature as all data for the deleted period will be lost.

Delete periods of account

Note

It is not possible to directly delete accounting periods. These can only be edited or deleted as part of the period of account deletion.
  1. Close all tax returns that may be open for that client

  2. Navigate to the Tax Returns tab for the client

  3. Click the arrow to the left of the Period of account dates link

  4. Press the [Delete] key.

Note

This can only be done in order, starting with last period in the list.
  1. A warning message is displayed. The Cancel button is highlighted by default to ensure that periods are not deleted in error. Click OK to delete the period.

Delete POA message_Canx.png

 

Note

As the warning message states, all data for the period(s) in question will be permanently deleted. So please use this feature with caution.

 

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CCH Corporation Tax

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