Practice Engine - How to Lock a Return in PE
Modified on: Fri, Feb 17 2023 5:32 PM
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
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.
2. Click Return EFile Lock
3. Click EFILE LOCK
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.
4b. Click
5. Click OK to the message that appears.
NOTE* locking a return will prevent it from being efiled.
6. The highlighted area will indicate who, what, when, and why the Job was locked.
That's it. You're done.