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Archive a Client in LumaTax

Need to remove a client from your firm list? Learn how to archive a client in LumaTax.
Written by Valerie Heckman
Updated 1 month ago

Occasionally, you may desire to remove a client from your Lumatax client list. Follow the steps below. 

Steps: 

  1. From the Practice Summary, go to Clients to open the client list. 
  2. Search for or scroll down to the client you wish to archive. 
  3. Under ... option, choose Archive.  
  4. If you are sure, Confirm Archive to continue. 

Archive a client by mistake? Contact us for assistance. 

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