Professional Editions - Locking Returns After E-Filing
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TaxAct Professional Edition allows you to lock returns after e-filing, to prevent changes to the filed returns.

To automatically lock returns after e-filing (or to deselect this option):

  1. From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, hover your mouse over Master Information, then click General.
  2. In the Filing/Printing Options section, click the Checkbox next to Automatically lock returns after E-Filing to check or uncheck the box.
  3. Click X in the top right of the window to close.

To unlock a return:

  1. From within your TaxAct Professional Edition program, click Clients to view the Client Manager screen (if it is not already visible).
  2. Right-click the client you want to unlock.
  3. Click Unlock Return(s).