Corporate Taxprep 2022.1.2

Lock Data

Corporate Taxprep allows you to lock data in a client file to protect it from mistakes or involuntary changes.

To lock data, proceed as follows:

  1. Open the return that you want to lock.
  2. On the File menu, click Properties.
  3. Select the Lock data check box.
  4. Click OK.

Notes:

  • Once data has been locked, new information cannot be entered but the return can still be opened, printed or transmitted.
  • A client file containing locked data cannot be recalculated from the Tax Return view or the Client Manager.
  • You can password-protect a client file even if data is locked.
  • You can automatically lock data when the return status is "Completed."

In order to protect data in a client file whose returns arecompleted (i.e., the return status is "Completed") against any error or involuntary changes, you can, by default, enable data locking .

To lock data for completed returns, proceed as follows:

  1. On the Tools menu, click Options and Settings.
  2. Under Options, click Tax Returns.
  3. In the Options area, select the Lock data when status is "Completed" check box.
  4. Click OK.
Note: If you unlock data from a client file for which data was locked with this option, Corporate Taxprep will not lock data from this client file again.
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