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Tags: install
Removing/Deleting a Form
📚 What This Guide Covers
This guide explains how to remove or delete individual tax forms from an active return in SureFire, as well as common reasons why a form might be locked and unable to be removed.
📊 Step-by-Step Guide
How to Remove a Form
Removing a form is done through the Forms Tree on the left-hand side of your screen.
In the Forms Tree, locate the form you wish to delete. Right-click the form name and select Remove Form from the context menu. A confirmation message will appear, listing the form and all associated pages that will be removed from the return.
❌ Unable to Remove a Form?
If the "Remove Form" option is unavailable or the form will not delete, it is likely due to one of the following reasons:
- Interview Process - If you used the Interview method to start the return, certain forms may be marked as required based on your answers.
- Form Dependencies - The form you are trying to delete may be required by another form or specific field elsewhere in the tax return.
📞 Still Need Help?
If you need to remove a form that is locked by the system, contact our support team:
Phone: 1-800-516-9442
Tags: install