Delete the TaxFolder Signature Request Email

If you need to delete the signature request email to a client, you can do this from TaxFolder. Once the document is deleted, TaxFolder sends a notification to the client advising that the document has been deleted, along with the reason and comments.

Delete Request From TaxFolder

1. On the TaxFolder Dashboard, click on the client’s name to open their record.
   
2. On the client’s record, select the engagement that contains the request you wish to delete.
   
3. In the Engagement Status section, click the arrow next to the View Original button and select Delete File from the dropdown list.
4. Click Delete again. This removes the document from the client and preparer dashboard. 
5. In TaxCycle, the blue bar at the top of the form updates to show that the request was deleted.