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Update or Replace Existing Return Tasks

This article explains how to remove existing Tasks in a Project when uploading a new or revised return.

To see the upload process, please visit Delivering Completed Returns to Clients

🚮 Deleting the Tasks

Once you have uploaded the return, selected recipients, and reviewed the tasks, click on Manage Existing Tasks.

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  1. Once opened, you can click Select All to delete all prior tasks, or click individual tasks. Each task will list the current status and the number of attached files below.
  2. Once your selections are made, click Delete Selected Tasks to remove them from the Project.

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A final warning will pop-up. Click OK if you are ready to proceed, or Cancel to go back and make sure your selections are correct.

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