Delete a return permanently
To permanently delete a return and prevent the system from offering to roll forward previous year's data, follow these steps:
Delete the return you want to remove permanently (e.g., the 2024 return).
Run the ReIndex utility from the Utilities menu (item #1). This will permanently remove all deleted items, including returns, customers, assets, etc. The ReIndex is the recommended method for removing deleted items, as it is faster than using the "Full Maintenance" program.
If you have deleted the 2024 return but still have the 2023 return in the system, GA-Taxpro will offer to roll forward the 2023 return. This is because the system checks for the existence of a corresponding return for the same client-county-year in the following year.
To prevent the system from offering to roll forward the 2023 return:
Option 1: If it is appropriate, delete the 2023 return and then run the ReIndex utility to permanently remove it.
Option 2: If you need to keep the 2023 return, check the box at the bottom of the roll-forward option window that says "Turn off the Roll Forward feature." This will prevent the system from offering to roll forward the data. You can re-enable this feature later in the Setup Information window under the Property Tax Defaults.