Cancelling an Invitation to a Team Member

If you no longer wish to invite an individual previously invited to join your Tax Pro account as a tax preparer, you can cancel the invitation from the Team tab through the following steps:

1. 1. Log in to your Ledgible Tax Pro account.  On the Team Management dashboard, locate the team member for which you would like to cancel the invitation from the Team Members list.
      
      
   2. Select the Actions button to the right of the desired team member.
      
      
   3. Select Cancel Invite.
      
      
   4. Select the Confirm button to proceed.
      
      
   5. You will be notified that the invitation was cancelled.  Click Close to close the window.