Practice Engine - How to Unlock an Extension in PE
Modified on: Fri, Feb 17 2023 5:52 PM
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
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.
2. Click Extension EFile Lock
3. Click EFILE UNLOCK
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.