If you no longer need a loan on your home page, you can archive it to keep your workspace clean.
This is similar to processing, but processing happens at the taxpayer level. Archiving happens at the loan level.
Steps to archive a loan
Steps to archive a loan
Click on the loan name.
Choose Archive this Loan.
Confirm your selection in the pop-up window.
Reinstate a loan that was previously archived
Reinstate a loan that was previously archived
To bring a loan back to your home page, find it using the search bar.
Click on the loan name.
Choose Restore this Loan.
Confirm your selection in the pop-up window.
A loan that is archived counts towards your Active Loan usage. It is simply removed from your home page.