Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Intuit
Virtual · Free
Elevate 2026
Tax Day isn't the finish line — grow your firm at our two-day virtual conference
Free CPE/CE
Intuit
Virtual · Free
Elevate 2026
Tax Day isn't the finish line — grow your firm at our two-day virtual conference
Free CPE/CE
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Re: Locking clients
Locking clients
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
SusanBradley
Level 3
03-13-2025
03:39 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
We are having issues locking clients for the year. We have one user who is able to lock and unlock clients and the rest of us say that the user (the person trying to lock the account) has the file in use.
Anyone else experiencing this?
Clients are Windows 11 23H2
2 Comments 2
sjrcpa
Level 15
03-13-2025
03:46 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
They broke something.
The more I know the more I don’t know.
PhoebeRoberts
Level 12
03-13-2025
04:11 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Right-click on the client and choose Lock Return. It's different, but not significantly more time consuming.
