Practice Engine - How to Lock 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/2144033/Practice-Engine---How-to-Lock-a-Return-in-PE

6 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.

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2. Click Return EFile Lock

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3. Click EFILE LOCK

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4. When the Lock Details dialog box appears, click the blank space to enter a reason why the return needs to be locked. Click Lock when done.

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4b. Click

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5. Click OK to the message that appears.

NOTE* locking a return will prevent it from being efiled.

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6. The highlighted area will indicate who, what, when, and why the Job was locked.

That's it. You're done.

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