Adams® Tax Forms Helper® allows you to inactivate/activate records rather than delete them; a handy way to keep only the relevant records front and center.
To Inactivate a Record
Find the recipient you want to inactivate.
Select the “Make Inactive” link to the right of the record. To select multiple records use “Select All” or check records as needed, then click the “Make Selected Inactive” button below the records table.
Tax Forms Helper will display the record(s) you’ve chosen to inactive.
Verify that you’ve selected the correct records and click “Proceed” or “Cancel” to go back to the previous screen.
If you proceed, you’ll see the name of the records you just made inactive.
Click “Okay” to return to your records list.
You will note that your record now has a “Make Active” link should you need to activate this record again.
To Activate a Record
Let’s repeat the process in reverse.
Select the inactive record you’d like to activate.
Select the “Make Active” link to the right or choose multiple records and click the “Make Selected Active” button.
Tax Forms Helper will display the record(s) you’ve chosen to activate.
Verify that you’ve selected the correct records and click “Proceed” or “Cancel” to go back to the previous screen.
If you proceed, you’ll see the name of the records you just made active.
Click “okay” to return to your records list.