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Deleting Returns


📚 What This Guide Covers

This guide provides a step-by-step walkthrough on how to permanently delete tax returns from the SureFire system using the Return Explorer tool.

📊 Step-by-Step Guide

Step 1: Open Return Explorer

  1. On the main software dashboard, navigate to the Tools menu.
  2. Select Utilities/Setup Assistant.
  3. In the Utility window, go to the File menu and click on Return Explorer.

Opening Return Explorer

Step 2: Locate and Select Returns

Admin users can browse returns across all user accounts.

  • Look In: If signed in as ADMIN, use this option to select a specific user's folder. Regular users are restricted to their own returns.
  • Selection: On the right-hand side of the screen, click the return(s) you wish to delete. Selected returns will be highlighted in blue.

Step 3: Perform Deletion

  1. In the lower-left corner of the window, click the Action button.
  2. Select Delete Files from the menu.
  3. Click the Delete button.

Delete Action in Return Explorer

⚠️ Final Confirmation

A prompt will appear warning you that the selected returns are about to be deleted. Click Yes to confirm and permanently remove the files.

📞 Still Need Help?

If you deleted a return by mistake, please refer to our guide on Restoring Deleted Returns or contact support:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup