IntuitTylor
Intuit Alumni
03-17-2021
11:07 AM
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If the client file is not locked and we put out an update, then there is a chance the return can be altered. Locking a return is a best practices once you complete a return and prior to e-filing the client. To lock a client go to the client list and right click a client and choose lock return. Also I would suggest to set a best practice in the firm to never unlock the client and always create a copy if the need arises after the return has been set.