Deleting a Periodic File

To delete a Periodic file follow the steps below:


1. Click on My Files.



2. Search for your year-end file in the search filter and click on it to show the details of the file.


3. Within the file details on the right you will see a tab called Period Workpapers File which can be opened by clicking the expand arrow on the right.


4. To delete a monthly file hover your cursor over the Month/Quarter End DD-MMM-YYYY and a delete button will appear.



5. Click on the delete button and a pop-up will display. Note this is the final warning. To confirm the delete of the monthly file type in DELETE and select Delete.

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