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Home > Product Features > SmartVault Dashboard > SmartVault Dashboard How-To Guides > Remove an Employee from your SmartVault Tax Plan

Remove an Employee from your SmartVault Tax Plan

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Steps

  1. Click Employees.

    CP_Dashboard_Employees.png
     
  2. Click the checkbox to select the employee to delete.
  3. Click Remove selected employee.

    CP_Remove_Employee.png
     
  4. Click OK to confirm that this is the employee to delete.

    CP_Remove_Employee_Confirm_Delete.png
     
  5. The employee and the employee's vault are both deleted from your account.

 

 
 
 
 
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