How do I restore an archived or deleted client?

To restore an archived client, follow these steps: 

  1. Go to Practice Manager from the home screen.
  2. In the search panel at the top, click the down arrow and the drop-down will expand.
  3. Select Archived clients if available (see How to archive or delete a Client/Contact).

  1. If the client appears on the Archived clients list, select it and click on Restore client. You will then be able to view the client normally.
  2. If the client doesn't appear on the Archived clients list, or you don't have the Archived clients option, you'll need to import the client's return or recreate the client's information manually.
  3. If you have a copy of the return, it can be imported by following the article Importing a Tax Return stored as a file into the Database. This does however require you to have a copy of the tax return to import. If you do not have a copy of the return to import, please contact support for more assistance.

IMPORTANT: In TaxCalc you should archive clients rather than delete them as deleting clients is irreversible. When you archive a client, its records and reports are no longer displayed in Practice Manager, but when you delete a client all records (tax returns and accounts) are removed from the system.

Article ID: 2383
Last updated: 23 Oct, 2019
Revision: 11
Practice Manager -> How do I restore an archived or deleted client?