Unlock an in-use return
Unlock a locked return when immediate access is needed or the original user is no longer actively processing it, taking care to avoid simultaneous editing conflicts.
A return becomes locked when a user opens a return for processing or closes out of it without saving and closing. If another User in the firm tries to access the locked return, they refer to a Return In-Use error message and can't open it.
Locked returns appear on the
Locked Returns
screen. All users can unlock an in-use return, but this feature should only be used if 1 of the following is true:- It's necessary for another user to access the return immediately.
- It's clear that the original user isn't actively processing the return.
note
Only unlock a return when you are certain another user is not actively processing it. This creates a condition for 2 users to be editing a return at the same time. In this instance, the last user to save and close will replace the other user's changes.
If 1 of the users delivers the return to a taxpayer, the other active user can't deliver the return again. They'll get an error message. Changes made by the 1st user are the ones shown to the client.
Unlock the return
- SelectLocked Returnsfrom the navigation menu.
- SelectUnlockin theActionscolumn.
- To unlock multiple returns, mark the checkbox next to the returns then selectUnlock.
- A message warns the user to make sure that the original user isn't actively processing the return. SelectUnlock Returnto proceed.
Once this is complete, you can return to
Send Tax Returns
and process the return.
