Overview

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You can delete transactions from the client’s tax ledger on the Tax Manager Transactions view or Reconciliation view. The following restrictions apply when deleting transactions:

You cannot delete:
When deleting a transfer, the reciprocal entries are also deleted.

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Open Tax Manager Transactions view or Reconciliation view for the relevant client. See Viewing a client’s client's tax ledger transactions or Viewing the reconciliation of transactions for a client.
If you want to delete transactions for a different year, click on the year to open a drop-down list, and select the required year.
To display the transactions you are interested in, adjust the Tax Type and Show filters.

Click on the transaction you want to delete.

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When you click on a transaction, it becomes highlighted by a blue background and a triangle appears in the far left blue column. This means that the transaction has been selected for action.

On the Tasks TASKS bar, click Delete item. A message appears asking you for confirmation.
Click Yes to delete the transaction. The transaction is deleted.