Delete a client

From the menu, select CLIENTS and select the field in blue to display a list of clients.
The Archive / Delete tab can be used to delete the client.

If the Archive / Delete tab is not available then you may not have permissions to delete clients. Also, some Taxfiler by IRIS products do not allow deletion of client data.

Archive the client

Before deleting a client we recommend downloading an archive copy and storing it safely, as a client deletion cannot be undone.

To download an archive copy select Download archived client. The archived file will be stored on your computer. The information in the file is encrypted and can only be read by restoring the data to Taxfiler by IRIS.

Delete

Delete the client by selecting Delete client. You will be asked to confirm that you wish to delete the client.

Deleted clients are removed permanently and cannot be retrieved unless an archive of the client has been downloaded and saved.