Support CenterHow do I delete a tax return using Return Explorer in SureFire?
🔍 How do I delete a tax return using Return Explorer in SureFire?
This guide walks you through deleting a tax return package using Return Explorer in SureFire.
⚠️ Before You Begin
Please note:
- If you are logged in as Admin, you will need to select the correct user name that contains the file(s) you want to delete.
- You can select multiple files using the Ctrl and/or Shift keys.
📊 Step-by-Step Guide
Step 1: Open Return Explorer
Use this when you need to access the tool used to manage return files.
Click Tools > Utilities/Setup Assistant > File Return Explorer.
Step 2: Select the user (if logged in as Admin)
Use this when you need to find the correct return files under a specific user.
If logged in as Admin, select the user name containing the file(s) to be deleted from the Look in: drop-down list in the Return Explorer window.
Step 3: Choose the package
Use this when you need to target the correct return package.
Select the desired package from the Show drop-down list.
Step 4: Set the action to delete
Use this when you are ready to remove files.
Select Delete Files from the Action drop-down list.
Step 5: Select the file(s) to delete
Use this when you need to choose exactly which file(s) will be deleted.
Highlight the file to be deleted by clicking on it in the File List.
Note: Multiple files can be selected using the Ctrl and/or Shift keys.
Step 6: Delete the selected files
Use this when you are ready to confirm deletion.
Click the Delete button at the bottom-left of the Return Explorer window.
Click Yes.
Click OK.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup