Delete a transaction in a return

Follow these steps to delete incorrect or duplicate transactions after they have been assigned to a return.

CAUTION:

After the return has been filed and marked as Complete, you can't edit the transactions. If you notice a mistake in a return after you have filed it, amend the return and file it again.

The return must be in the Adjust stage. If the return is in a different workflow stage, move it forward or back to the Adjust stage to edit it.
Deleting a transaction reverts all changes made to the Worksheet. If you have edited the Worksheet, make a note of the changes you made so that you can re-edit the Worksheet if necessary.

On the Returns page, click the return you want to edit.
Click the Return Data tab.
Click the transaction you want to delete.
Click the More Actions icon, then click Delete.
Enter your reason for deleting the transaction, then click Delete.

Note:
You can delete multiple transactions at once by selecting the box for each transaction on the Return Data tab and clicking the Delete icon.

The transaction is deleted and the return amounts are recalculated. To see which transactions have been deleted from a return, run the Deleted Transaction Report.

Filing

Filing

Delete a transaction in a return