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Administrace
Permanently delete a filing
Apply the retention decision carefully and verify the non-sensitive deletion record.
Who can perform the task
Only an organization administrator can use the filing deletion control.
Before you begin
Obtain an approved retention or deletion decision. Confirm the organization, reporting entity, period, filing status, submission obligations, litigation or audit holds, and the identity of any required backup. Verify that deleting the filing will not remove evidence your organization must retain.
Quick path
- Confirm that retention, legal-hold, export, and approval requirements permit deletion.
- Open the filing administration controls and select Delete filing.
- Review the exact filing identity and the data that will be removed.
- Enter the required reason and confirm the permanent deletion.
- Verify that the filing is gone and that the value-safe deletion record remains available.
Detailed guidance
- On Filings, find the exact entity and period in Operational filing overview, then expand Permanently delete filing. You can alternatively open the filing and use the same control under Review and audit.
- Create and verify an encrypted portable bundle only when policy authorizes retaining one.
- Read the consequence text next to the control.
- Select the acknowledgement that the deletion is permanent and cannot be undone in the application.
- Enter a specific deletion reason of 10 to 500 characters.
- Select Permanently delete filing only after checking both entries.
Expected result
The filing values, comments, audit events, attachments, and exports are permanently removed from the active product data. A non-sensitive tombstone remains to record that the deletion occurred.