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How to Edit a Tax Document Name

In this article, you will learn how to edit the display name of a specific Tax line item in Arch

Updated over 2 months ago

On the Arch Tax Documents Page, each line item reflects an expected Tax Document for that calendar year. This can include multiple investments, AIV, and other vehicles.

When one investment releases multiple documents for different AIVs/vehicles, our processing system adds short-names to differentiate these line items for our future processing. These names are displayed in parenthesis next to the investment's name on our Tax table. These names usually reflect the more specific name of the vehicle.

In order to view, edit, or add more detail to the this naming, you can follow these steps:

  1. Navigate to the Tax Documents page in Arch

  2. Select the blue 'Details' button on the far left of the line item you would like to edit

  3. At the top right of the Document section, select the 'Edit' button

  4. Input or edit the naming you are looking for in the Alias/Nickname field

  5. Select 'Save' in the top right of the Document section

You will now be able to to view the alias/nickname on the Tax Documents page!

Please, reach out to support@arch.co with any questions!

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