Deleting an Engagement

You can delete an engagement from the Engagement List page.

Warning: You cannot restore deleted engagements. If you delete a consolidated engagement, all subsidiary’s trial balances will be deleted.

1. Locate the engagement on the Engagement List page.

   Note: See Using the Engagement List Page for information about using the pagination and search features to locate an engagement in the grid.

2. Click in the Actions column for the engagement and select Delete.
3. Click Yes to confirm the deletion.

Note: If the engagement is linked to a tax return, then the link will be broken before deletion. This will allow another engagement to be linked to the same tax return.