Remove a Fund Entry

Remove a fund entry from the tax year detail page; deleted entries appear in Recycle Bin for 30 days.

Steps

1. Open the client tax year containing the entry.
2. Locate the fund entry row.
3. Click Delete or the row actions menu → Delete.
4. Confirm. The entry moves to Recycle Bin.

Restore from Settings → Recycle Bin if deleted by mistake.