How to lock and unlock returns in ProConnect Tax

In ProConnect Tax, you can now manually lock returns to place them in a read-only state. This is particularly useful when needing to preserve a return as it was originally e-filed.

When a return is locked:

• you can view, but cannot change data inputs.
• program updates that modify calculations won't be applied until the return is unlocked.

How do I lock a return?

You can now manually lock the return, where previously the program did it for you automatically after you've e-filed the main form. This puts control in the firm's hands as to when a return should be locked.

To lock a return:

1. From within a tax return, go to and select Return actions.
2. From the picklist provided, select Lock return.
   

Here's how you can tell if a return is locked:

• A lock icon will appear beside the return's name in your tax returns list and when you have the return open.
• Inside the return, you can hover over the lock icon for detail.
• Input will be grayed out and can't be changed.

How do I unlock a return?

You might need to unlock a return that you previously e-filed in order to file an amended return or e-file additional state returns or estimates.

To unlock and amend a return:

1. From your Tax Returns list, press the down arrow beside View return.
   • Or, from inside the return, press Return actions.
2. Press Amend return.
3. You'll see a confirmation message. Select Yes, amend return to continue.
   • We'll unlock the return and create a locked copy of what was originally filed.
   • "ORIGINAL" will be appended to the name of the locked copy we create.
   • Originally filed amounts will be transferred to the 1040-X screen of the unlocked return.
4. Open the unlocked tax return. This one won't say "ORIGINAL" or display a lock icon.

5. Go to the 1040-X screen and verify the data was transferred correctly.
6. Make your changes on the regular input screens. For example, if you're amending to report an additional W-2, go to the Wages, Salaries, Tips (W-2) screen and press the + plus sign to add a new entry.

To only unlock a return:

1. From your Tax Returns list, press the down arrow beside View return.
   • Or, from inside the return, press Return actions.
2. Select Unlock return.
3. You'll see a confirmation message. Check the box if you want to create a locked copy of the return.
   • If you choose this option, we'll unlock the return and create a locked copy of what was originally filed.
   • "ORIGINAL" will be appended to the name of the locked copy we create.
4. Press Yes, unlock return.