> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Archive/Unarchive a Client on DreamTax

# Archive a client

1. Click on Overflow menu. 

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1szyoxf.png)

2. Click on Client Data.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1av30ry.png)

3. Click on IRP6.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_ja449d.png)

4. Click on Client List.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_g2m5hc.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_q4zsye.png)

6. Click on CONFIRM.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1on0ymf.png)

||| 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. 

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1a14zi9.png)

2. Click on Client data.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1jk4qbz.png)

3. Click on IRP6.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_bssl9w.png)

4. Click on the Archive tab. 

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_vriksg.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_19xqd3b.png)

6. Click on confirm.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_10tk9rq.png)