Articles on: DreamTax IPR6 Bulk Submissions

Archive/Unarchive a Client on DreamTax

Archive a client


  1. Click on Overflow menu.



  1. Click on Client Data.



  1. Click on IRP6.



  1. Click on Client List.



  1. Click on the Archive button for the taxpayer you wish to archive.



  1. Click on CONFIRM.



Useful Tip: You can archive clients in bulk in the Calculation Phase by selecting clients in bulk (selecting in the circles) and then clicking on the Actions Menu - Archive Client(s)


Unarchive a Client


  1. Click on Overflow menu.



  1. Click on Client data.



  1. Click on IRP6.



  1. Click on the Archive tab.



  1. Click on Unarchive for the client you wish you unarchive.



  1. Click on confirm.


Updated on: 26/08/2024

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