How to Delete a Scanned Document
Deleting a Scanned Document
It’s not possible to delete a scanned document. However, you can associate the scanned document with another tax return. If you wish to delete a scanned document, the easy way is to associate the scanned document with a test tax return.
Step 1: Create a “test” tax return
1. From the WIP, click Add New.
2. Type "111111111" in the Social Security number box and the Confirm box, and then click OK.
3. Click Save.
4. Click Close.
Step 2: Associate the scanned document with the test tax return
1. With the return saved and closed, click on the Utility menu and then select System Utilities.
2. Click on Scanned Documents. Then select Run Utility at the bottom of the window.
3. This will open the "Manage Scanned Documents" window. By default, nothing will populate in the list until you click GO.
4. If needed, use the "Search Criteria" to limit the data populating in this window. Select the SSN where you want to remove the document; this will highlight that line.
5. Click the Move Button shown above to open the "Move Scanned Document" window.
6. Enter the SSN and Filing Status to direct the selected document into the correct return. You may view the confirmed change in the "Manage Scanned Documents" window as illustrated below.