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Delete Debtors

 

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:

 

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: