The user can remove/delete a form as long as the status is NOT yet "Lodged".
In this article:
A. Delete from "Dashboard"
Navigate via "Dashboard"
Press the "x" to delete
Note:
- Form status under "New" - "Error" can be deleted on the user's end.
- Form that has been "Lodged"our tech team can delete via back end.
B. Delete from the Client's "Form"
Search the client
And remove the form
No Access to Remove a Client
If you do not have access to "Remove" the form, it means your "Team Admin" restricted you. You may ask them to activate. Guide here
Note: It is not possible to delete a form that is currently in the "Lodging/Processing" phase. Forms in the "Lodging" status are actively being processed in the background, and users cannot unlock or delete them during this phase. Only the LodgeiT Technical Team has the ability to unlock or revert the form's status.
Why Forms in "Lodging" Cannot Be Deleted
- Active Processing: The form may still be actively processing with the ATO.
- Risk of Duplicate Lodgements: Unlocking or deleting a form during the "Lodging" phase could result in duplicate or conflicting lodgements.
- System Restrictions: Users are restricted from making changes to forms in this status to ensure data integrity.