Restricting access to a return in ProConnect Tax

• Only users with Primary Admin, Advanced tax and books admin, or Company Admin can restrict access to a return.
• Users with Advanced tax and books access, Advanced tax access, or any of the non-tax roles cannot restrict access to a return
• The Primary admin can access any return regardless of restriction

Return access is independent of client access. A user with access to a client will still see a return that was restricted by another user, but will not be able to access it. A user without access to a client will not see any returns for that client.

Restricting access to returns

1. Select the Return actions dropdown menu.
2. Select Restrict Access.
   • In the main Tax Return view, a padlock icon will appear next to the return to show that you've restricted access.

Note: Beginning in tax year 2021, the lock icon will indicate a return that was locked after e-filing. Restricted returns will display this symbol:

Removing the restriction

Once restricted, only the user who restricted access and the Primary admin will be able to access the return.

1. Go to the return in the Tax Return list.
2. Select the tax return with the padlock icon.
3. Select the Return actions dropdown menu.
4. Select Remove Restriction.