Deleting multiple recipients
Note: Deleting recipients is permanent and cannot be reversed. Once a recipient has been deleted from the program it can only be restored from a backup.
- Click on the Payer List button.
- Choose the payer whose recipients will be deleted.
- Close the Payers & Recipients window.
- Click on the Utilities menu.
- Choose Delete Multiple Recipients.
- Choose the recipient(s) to be deleted.
Note: To select multiple recipients press and hold the Shift or Ctrl key and click in the gray grid area on the left of the recipient TIN for each recipient you wish to select. All recipients can be selected by pressing the Ctrl and A keys on the keyboard or by checking the Select All Recipients box.
- Click Delete.
- Click Yes to confirm the deletion process.
- Click OK.