How to Communicate with Other Users on the Tax Document Page

Navigate to the Tax Documents tab on the left side of your Arch portal

Click on the pencil icon on the far right of the line item for the document you’d like to add a note to

The 'Edit Document' window will then pop up. Enter your desired communication in the 'Notes' text box, and be sure to click save so that other users will be able to see your message.

Notes can be seen by adding the "Notes" column to the Tax Documents table, or clicking into the "Details" of an individual line item