Archive/Unarchive a Client on DreamTax
Archive a client
- Click on Overflow menu.
- Click on Client Data.
- Click on IRP6.
- Click on Client List.
- Click on the Archive button for the taxpayer you wish to archive.
- Click on CONFIRM.
Unarchive a Client
- Click on Overflow menu.
- Click on Client data.
- Click on IRP6.
- Click on the Archive tab.
- Click on Unarchive for the client you wish you unarchive.
- Click on confirm.
Updated on: 26/08/2024
Thank you!