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ProFile Help

How to use Data Locking


Data Locking is a feature that is used to automatically lock a return to prevent any changes from being made, after the return?s status is changed.

Accessing the Module through the Options menu

  • Go to the Options menu and choose Module, then click on the Data Locking tab.
  • This window will give the option to select status for both Client and EFILE. After selecting one or more, click OK.
  • As with other features in under the Module options, Data Locking needs to be set up in each module and year it will be used in.

Using the Print and Data Locking feature to change status and lock a return after printing

Go to the Options menu and choose Form Selection.

In the right hand side, choose a status under the "Change status to" dropdown menu.

After the return is printed, the return will automatically lock.

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