This option allows for the permanent removal of an existing debtor, whether they have any debts or not.
Reminder: a debt for a debtor may still be setoff after deletion if the debtor files a state tax refund or submits a winning lottery ticket of $600 or more within several weeks. We suggest changing the debt(s) to $0.00 for a debtor you are considering deleting. Then in mid-December after the last setoff file of the year and let the Tools-Delete $0.00 debts option remove these debts.
1. From the Main Menu click Debtors:
2.The Debtors menu option:
The Debtor menu option is also available on the Icon Toolbar:
- Add/edit Debtor Information
3. A blank entry screen appears:
4. Search for the Debtor See "Search Debtors"
5. When the debtor appears, such as the following:
5. Click for the confirmation message:
6. The debtor is permanently removed and a blank debtor screen appears: