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Locking Responses Completed by the Client in Intuit Link

Preparers using Intuit Link can "lock" requests that clients have completed. When a request has been locked by the preparer, the client cannot change their responses without the response being "unlocked" by the preparer. 

Note: only requests completed in Intuit Link by clients may be locked.

Locking Responses by the Client

Navigate and log on to the Intuit Link site.

Select the Clients link on the menu; the list of clients displays:

User-added image

Identify the client whose request has been completed and is to be locked (e.g. "chow, Jason"):

User-added image

Select the Review option arrow in the Actions column of the client; a list of options displays:

User-added image

Select the Review option; the client's details display:

User-added image

Identify the request(s) to be locked; select the checkbox in the lock User-added image column that corresponds to the request, as illustrated in the following screenshot:

User-added image

The client request entry is now shaded, indicating that the request has been locked.

Note: A client's response can be unlocked only by the preparer.

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