Practice Engine - How to Unlock a Return in PE

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2144032/Practice-Engine----How-to-Unlock-a-Return-in-PE

4 STEPS

1. Locate the Job for the client you want to lock. Click the Details tab. Click the dropdown on Axcess Tax Information/Delivery. Click Axcess Tax Information.

Step 1 image

2. Click Return EFile Lock

Step 2 image

3. Click EFILE UNLOCK

Step 3 image

4. The highlighted are will indicate that the job is unlocked, who unlocked it, and the date and time. The job will now be available for efiling.

That's it. You're done.

Step 4 image