Intuit Alumni

Interesting. If it shows up in a column in homebase you can filter, but I don't think password protected status is a column.  Was this something you could do last year?

Locking a return is a bit heavy weight - you can't edit/change a return that is locked. Sort of a pain if you do intend to change it.  Is there some other field you could start using to sort or filter, like Client Status or Missing Client Info?  https://proconnect.intuit.com/taxprocenter/practice-management/tips-and-tricks-organize-with-proseri...



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