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How can I lock a return in ProConnect so no changes can be made after its been filed? I'm not looking to restrict access to it, but just to make it read-only firm wide.

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Level 15

The short answer is no.

Some may suggest restricting access to the return but that's not exactly the same thing because firm owner or whoever retains access to that return can still open the return and make changes inadvertently.  Nothing will also prevent PTO updates from changing a return - so, it's always best to print a PDF copy of the return that was filed for permanent records.

https://proconnect.intuit.com/community/help-articles/help/how-do-i-restrict-access-to-a-return-in-p...

https://proconnect.intuit.com/community/manage-users/help/how-do-i-manage-user-permissions-in-procon...

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Still an AllStar

View solution in original post

3 Replies 3
Highlighted
Level 15

The short answer is no.

Some may suggest restricting access to the return but that's not exactly the same thing because firm owner or whoever retains access to that return can still open the return and make changes inadvertently.  Nothing will also prevent PTO updates from changing a return - so, it's always best to print a PDF copy of the return that was filed for permanent records.

https://proconnect.intuit.com/community/help-articles/help/how-do-i-restrict-access-to-a-return-in-p...

https://proconnect.intuit.com/community/manage-users/help/how-do-i-manage-user-permissions-in-procon...

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Still an AllStar

View solution in original post

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Level 1

This really does need to be a future feature of PTO.    Once a return has been e-filed, it should automatically be locked or have a pop-up that says the return has already been filed are you sure you want to make changes, etc. - similar to the messages you get in QB when the period has been closed.  We should have this option without having to restrict access to everyone else in the firm. 

 

 

 

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Level 15

I don't think you'd find any ProConnect Tax user who will not agree with you.  But if I were a betting man, I'd wager that it won't be coming to a theater near you soon.

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Still an AllStar