Express ITR || How to Delete Client or Active/Inactive Client

Note: The option to permanently delete a client is not available in the software.

Instead, you can Active or Inactive clients as needed.

How to Inactive  a Client in the Software

If you Inactive a client, they will be removed from the visible client list on the dashboard. After Inactivate, only active clients will appear on your client dashboard.

Step 1: Log in to the software, navigate to the client list, and click the Edit button under the "Actions" column next to the client you wish to modify.

      

Step 2: In the client's profile, you will see an option to toggle between Active and Inactive. Click this option and switch it to Inactive. After making this change, click the Save button.

      

Once a client is deactivated, they will no longer be visible in your active client list.

How to Reactivate a Client in the Software

If you wish to make a previously Inactivated client visible again, you need to reactivate them. Once reactivated, the client will reappear in your active client list.

Step 1: From the client's dashboard, click on the All filter. Search for the inactive client by entering their name, PAN, mobile number, or email ID in the search bar. Once located, click the Edit button under the "Actions" column.

      

Step 2: In the client's profile, click on the Inactive option and switch it to Active. After making this change, click the Save button.

      

Once the client is reactivated, they will once again be visible in your active client list.

Hope this helps clarify the process!

• Related Articles

• ExpressGST || How to Delete Company or Active/Inactive Company

  Managing Client Status in ExpressGST: Active and Inactive States The option to permanently delete a company is not available in the ExpressGST software. However, you can change a client's status from Active to Inactive when needed. Once a client is ...

• Express ITR || How to Edit Client master

  How to Edit Client Master ? Note: The Assessee Name and Date of Birth (DOB) cannot be manually changed. These details are automatically updated from the Income Tax Portal. If you have updated the Assessee Name or DOB on the portal and want the ...

• Income Tax || How to edit Client Master

  Please adhere to the following instructions: Access the Client selection window by pressing "F8" Button or Master → Client Selection (Add, Edit, Delete). Select the specific client you intend to modify. Click on the "Edit" button. Upon receiving a ...

• ExpressTDS || How to Delete Deductor or Active/Inactive Deductor

  Managing Deductor's Status in ExpressTDS: Active and Inactive States In ExpressTDS, the option to permanently delete a Deductor is not available. Instead, you can manage the Deductor's status by switching them from Active to Inactive as needed. ...

• TDS || Process for Delete Employee/Deductee Master

  Steps to Delete Employee/Deductee Master Data Access Deductee/Employee Master Navigate to the "Deductee/Employee Master" section within the system. Choose Associated Client and Initiate Deletion Once the entry is selected, assign it to the relevant ...