Deleting a return in CrossLink Online can be completed by those users that have the appropriate access level associated with their login.
Follow the instructions below to successfully delete a return:
1. Login to CrossLink Online.
2. Open the tax return you want to delete.
3. Click Continue.
4. Click the dropdown menu next to Save.
5. Click Delete Return.
6. Click Yes, when the Delete Return dialog appears.
🖐 Note: If the Delete Return option is not present in the drop-down menu, the user’s login may not have appropriate permissions.