In Raven Pro Web, unwanted tax returns aren’t deleted but are deactivated. A return can be deactivated if its status is “In Progress”. A return that’s been marked Complete cannot be deactivated.

To deactivate a tax return in ProWeb, follow these steps:

• From your office Welcome Page select Client Search
• Locate the client’s return in the list and click their Tools drop down menu:

• Select Deactivate, then change No to Yes when asked to confirm deactivation.

A deactivated return remains in the client list with a status of “Deactivated”, and it can be reactivated if desired.

Caveats:

• For Pay-Per-Return subscribers, each deactivated return counts toward your initially purchased 15 returns. Please ensure you are required to deactivate prior to doing so.
• An In-Progress Return with an accepted extension request cannot be deactivated.

Additional Information:

Raven Pro Cloud: How to Remove / Delete a State Return

Raven Pro Cloud: Reactivating A Deactivated Return

Raven Pro Cloud: Pay-Per-Return FAQ