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Lock Prior Period Returns

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Lock Prior Period Returns

Kev-in-CT

All too often we look back at a prior year for any number of reasons. It's entirely too easy to start making changes not realizing the return has been filed. I'd like to lock a prior year from changes after it's been filed, have a pop up that says "You are changing a prior year, are you sure" or even just change the background color so it's obvious.

Thank you.

This feature will be included in November's release. Thank you! 

Status: Accepted
Vote now if this is a good idea
6 Comments
KGPCPA
Level 1

Couldn't agree more.  Additionally, subsequent tax law changes should NOT change returns in PTO after they've already been filed.  

LynnRCPA
Level 2

Lock it after it is filed, but have the ability to unlock it with a question, do u want to, and a 2nd question are u sure u want to unlock it. One would need this to do an amended return after copying the file.

KG2
Level 2

YES YES YES!!!  I would like it to lock after it is filed. Still be able to look at it again but not make changes unless I WANT TO MAKE them.

sjrcpa
Level 15

Keep asking. With ProSeries it took about 10 years and it was not implemented until the chief noisemaker's tragic and untimely death.

RIP Chuck. 👼

abctax55
Level 15

Oh Susan... thanks for the bitter-sweet reminder.  We miss him.

IntuitGabiU
Community Manager
Community Manager
Status changed to: Accepted

This feature will be included in November's release. Thank you! 

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