Please follow the steps outlined below to void a tax form within the Taxbit Dashboard:
Step 1: From the Eligibility page, select the associated tax form and tax year from the top right.
Step 2: Filter to the necessary accounts.
Step 3: Select the accounts.
Step 4: Select “Remove from Scope” from the bottom. This will update the status of the accounts to “Removed from Scope”.
Please note: This step is not necessary if the underlying data was updated to make the account ineligible.
Step 5: To generate the Voided form, select “Generate Forms” from the bottom.
Please note: To generate forms for all accounts that have an update to their forms, you can use the “Generate Forms” button located on the top right.
Once the form has been generated, you would simply need to approve the filing in the same way as the original filing. For more information on filing approval, please refer to this guide: How to Approve Forms for Filing