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Level 3
February 25, 2020
Question

E-filing locked returns, all types

We are using the  "lock return" feature.  Return is prepared, reviewed, printed and locked.  When we e-file that locked return, it is rejected.  Every time.  Every type of return.  We have to unlock the return, rerun the review, save and lock it.  Then it can be efiled.  HOWEVER, as soon as we unlock it, we expose the data file to potential changes by the ProSeries program changes.  Are we doing something wrong or is ProSeries not doing something right?

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4 replies

AshleyatIntuit
Level 9
February 25, 2020

Hi Ali,  So you can efile returns that are locked as long as you are not OPENING the client file to do so.  For example, if you're efiling from the EF Center with the return just highlighted you *should* be able to efile while the return is locked.  https://proconnect.intuit.com/community/help-articles/help/e-filing-locked-returns-in-proseries/00/6438

AliAuthor
Level 3
February 25, 2020

Ashley, I agree that I *should* be able to.  However, with the file closed and locked, from the EF center, we e-file and it's immediately rejected.  Is anyone else having this issue?  If not, what might we be doing wrong?

AshleyatIntuit
Level 9
February 25, 2020

What reason does it provide?  and is it the same error for all files you attempt to efile that are locked?