Delete Onvio Tax organizer
Show expandable text
Hide expandable textYou may want to delete an organizer if the data isn't updating between Onvio Tax and Client center. If you need to resend an organizer to a client because it was completed prematurely, send the organizer again.
To delete an organizer complete the following:
- Open the client's tax return.
- Select Client Tasks, then Remove Organizer from Client Center.
- After the organizer is deleted, you can send another organizer to your client.
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