Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
Video Training Guides
NEW

Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Preparation
Agent Services Account
MTD for VAT
MTD for Income Tax
MTD for VAT
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey

Can I delete a Job Template?

Article ID: 2993
Last updated: 24 Oct, 2019

Depending on your permissions, you can delete a Job Template. However, you can't delete the predefined TaxCalc Job Templates or a Job Template that has been activated on a client.

To delete a Job Template:

  1. Open the Admin Centre.
  2. Select Applications.
  3. From the Application table, select Practice Manager Plus.
  4. Select Customise Practice Manager.
  5. Click on the Job Template to be deleted.
  6. Click Delete.
  7. The following message is displayed, 'Delete Job Template. This action will delete the job template. To confirm, please click Delete. This action cannot be reversed.'
  8. Click Delete to delete the Job Template.
  9. If the Job Template is active on a client, it cannot be deleted. The following message is displayed, 'Cannot Delete. Cannot delete the selected job template. This template is being used by one or more jobs in the application.'
  10. Click I Understand.
Article ID: 2993
Last updated: 24 Oct, 2019
Revision: 3
Views: 86
This article was: