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What is a Tax Only Holding?

In this article you will learn about Tax Only holdings and how they can be used on Arch

Updated over 10 months ago

Some investments may not receive as many updates as others (i.e. Real Estate or Direct Investments), and some may only receive tax documents. If this is true for any of your holdings, you have the option to turn a holding into a "Tax Only" holding on Arch.

Tax Only holdings are different from regular holdings in a few different ways:

  1. These are only visible on the Tax Documents page

  2. Only tax updates and tax documents are processed by Arch

Reach out to your Arch operations team while adding holdings if you would like to use the Tax Only feature!

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