Deleting a client

You can delete a client in any of the following ways:

  • Select the client to delete from the Client List, then from the File menu choose Delete Client.
  • Select the client to delete from the Client List, then press Control + Delete.
  • Right-click the client in the Client List then choose Delete Client from the menu.

If you want to delete the client from all Sage Taxation modules delete the client in Control Centre. If you use Sage Practice Solution and have client integration enabled, the client will still be available in Sage Practice Solution.

Deleting a client from within a module like Sage Personal Tax will only delete the client from that module.