Delete a Study
Delete a Finalized or Delivered Study as a Firm Admin, after the export offer and a typed confirmation.
Who does this: Firm Admin. You are a Firm Admin. The Study is Finalized or Delivered, and no deletion has been requested for it yet.
Steps
- Open the Study and select Delete this Study. A dialog opens.
- Under Step 1 of 2: export offer, decide whether to keep a copy first. Open the Deliverable tab for the Structured Export and Open the Firm bulk export each open in a new tab. Then choose Keep the Structured Export or No export needed. Choosing records your answer only; it does not export anything.
- Under Step 2 of 2: confirm, type the phrase the dialog shows into Confirmation phrase, exactly as shown. The phrase is the client name followed by the tax year.
- Select Request deletion. Once the request goes through, the Study shows Deletion requested while deletion runs in steps. If the dialog instead says deletion has not started, select Request deletion again.
Good to know
To keep a copy, export from the links in step 2 before you select Request deletion.
Return to Study closes the dialog without deleting anything.
Draft, In Review and Superseded Studies cannot be deleted from this dialog. Only a Finalized or Delivered Study shows Delete this Study.
If a deletion step fails, the Study shows Deletion did not complete and stays pending deletion. The Study page has no retry action, so contact TracePrep through the Contact page.
If deletion waits on a retained recovery copy, the Study shows Deletion is waiting on a retained recovery copy instead. Deletion continues only after a fresh check, which you start from that section, finds none.