Lock the return to prevent changes

You can lock a tax return at any time to suspend calculations and prevent further changes. You can do so in one of two ways:

  • Open the return, click the Lock button Lock button next to the client name, select Locked, and then click Save.
  • Open the return, click the Review tab, and then click the Finalize tab. Mark the Finalize and lock the tax return checkbox to prevent the return from being changed.

If the return is currently locked, you can unlock by either clicking the Unlock link next to the Finalize and lock the tax return checkbox on the Review > Finalize tab, or by clicking the Lock button next to the client name, clicking Unlocked, and then clicking Save. 


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