Locking and Unlocking returns in ProSeries

Starting in ProSeries 2017, you now can Lock client returns. This allows you to freeze a return so that it can't be updated. For example via editing or recalculation of data triggered by a form update.

Locking a return:

1. In the ProSeries HomeBase View, highlight any client file.
2. From the Tools menu, select Lock/Unlock Client Files then Lock Clients.
3. Select Continue.
4. You can make sure the return is locked on the Homebase by looking for the Lock icon.

Viewing a locked return:

1. In the ProSeries HomeBase View, highlight the locked client file.
2. From the File menu, select Open Client.
3. Select OK to open the return as a View Only return.

Unlocking a return:

1. In the ProSeries HomeBase View, highlight your locked Client.
2. From the Tools menu, select Lock/Unlock Client Files then Unlock Clients
3. Confirm your selected client no longer has a "lock" icon in it's locked column
4. Open your unlocked file.
5. Confirm that you can now edit & save again