- Drake Tax - Delete Client Return - Drake Software KB
Go to Tools > File Maintenance > Delete Client Files in Drake Tax to delete a return
- Drake Tax - Unnecessary State Return Produced - Drake Software KB
The following troubleshooting should help you locate and remove the data entry that is causing the additional state to produce Open the return and select the States tab Select the state generating the return you do not need
- Drake Tax - CSM: Deleted and Missing Returns - Drake Software KB
When a client file is deleted from the software, a record of the return remains in CSM and appears there with a status entry File Deleted in red These CSM records can be hidden by applying the Hide Inactive Returns filter
- Removing Returns from Transmit Receive Window - Drake Software KB
From the Home window of the software, select Transmit Receive from the EF menu Highlight the return type (individual, state individual, corporate, etc ) you want to remove from the EF process Click Review The Transmit File Editor window opens Select the returns you want to remove (or Select All) Click Remove at the bottom of the window
- Drake Tax - Creating, Preparing, e-Filing, and Deleting Split Returns
To delete only one of the split returns, or to delete the joint return, you must go to Tools > File Maintenance > Delete Client Files The joint return and the primary taxpayer's split return have the same ID number (SSN)
- Drake Tax - Deleting Screens - Drake Software KB
To delete a single screen from the software, open that screen in data entry, then press Ctrl + D Alternatively, with the screen open, right-click on the screen and select Delete Screen
- Drake Tax - EF Return Selector: Removing Entries - Drake Software KB
The EF Return Selector displays print files, which are created or recreated whenever you calculate a return To delete print files, go to Tools > File Maintenance > Delete Print Files
- Archiving a Return - Drake Software
Use the Archive Manager to archive returns and to review, restore, or delete the archived returns This means you can save various versions of a return, such as the amended return and the original return prior to amending
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