How can I delete a reviewer/approver for a particular return?
124 views | Last modified 4/11/2023 11:03:33 AM EST |

You can always delete a reviewer/approver if you no longer want to send the tax form to them for review. To do this, 

  • Sign in to your Tax990 account.
  • From the dashboard, click the "My Account" button.
  • Click the "Manage Reviewers and Approvers" section on the settings listed.

  • Select the Organization Name, and the completed payment forms will be displayed here.
  • Select the “Delete” icon under the action column. A pop-up window will appear to confirm the deletion. The reviewer/approver will be deleted, and they will no longer be able to view/access the form or access the portal. 

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