Archiving an accounting tag or group keeps its existing assignments and history. Archived tags and groups are unavailable for new assignments. Use the status change when a label should no longer be selected for new work but its past records still need to be understood.
Choose the correct company, locate the tag and review its current use before archiving. The Status filter can show Active, Archived or All statuses, so an archived item may disappear from an active-only list without being erased.
If a preparer cannot find a tag for a new assignment, check both the tag and its group status. Creating a nearly identical replacement can split the reporting history across two labels. Determine whether the original should remain archived or whether an authorized change is needed.
Archiving does not remove the associated accounting entries or reverse their amounts. Keep the historic tag identifiable when reviewing earlier periods. If an assignment was wrong, use the supported assignment correction process instead of treating tag archival as a way to delete the underlying accounting relationship.
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