Personal Taxprep 2018.3.1

Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program.

Lock Data

Personal 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 returnclient file status is "Completed."
ClosedHow to lock data when a file 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.

When a client file contains more than one return, all returns must be completed in order for the data lock to succeed.

Note: If you unlock data from a client file for which data was locked with this option, Personal Taxprep will not lock data from this client file again.
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