First, ensure you have the necessary permissions to archive a client or tax return. You need the following permissions enabled:
- Add/edit clients and groups
- Delete clients and groups
- If these permissions are not enabled, you will need to contact your Team "Owner" or "Administrator" to grant you access. For more details, refer to the Team Access Guide.
Hide the completed or irrelevant work objects — like forms, reports, and workpapers — without deleting them. . It’s a smart way to keep your workspace focused and your workflow sharp.
Note, you may "Unarchive" items if you need to restore it back.
Bulk Action
Illustration: Removing/Archive some of the "Lodged" forms.
Guidance: Via "Lodged" tab, select forms that you want to archive.
