Reset Data
Learn how to reset payer, recipient, and form data.
If you imported the wrong data or imported data to the wrong environment or tax year, you can reset them.
Tip:
You can't reset data if at least one related form has already been printed or transmitted in that environment or tax year.
To reset recipient and payer data with related tax forms in the system, do a simultaneous reset by selecting the forms from the list in step 2 in addition to the recipient and payer data.
CAUTION: If you reset data, it will be lost and can't be recovered.
- On the side menu, click the Settings icon, then click Data reset.