Deactivating G/L Direct Processing

You can deactivate G/L Direct processing. If you decide you want G/L Direct reactivated, you must repeat the setup procedure. See Setting up G/L Direct for more information and instructions.

You have the option of purging or retaining the G/L Direct data.

To deactivate G/L Direct for a tax return, do the following:

1. Open Return Manager.
2. Open a return that has been set up for G/L Direct processing.
3. Select Deactivate G/L in the Utilities group on the G/L Direct tab of the ribbon. The Deactivate G/L Direct Processing window is displayed.
4. Choose one of the following options:
   • Keep G/L Direct data. Select this option to retain all records in the currently open return.
   • Purge G/L Direct data. Select this option to delete all records in the return's chart of accounts, tax codes, entity or property information, and journal entries.

5. Click OK.

Note: If you activate G/L Direct processing after it was previously deactivated with the option to Purge G/L Direct data, subsequent processing will be the same as for an initial activation of G/L Direct.