11/10/2022 0 Comments Lock filed documents print![]() ![]() If you never want to see these bulletins again for any client, use the Quick Fix message under the lightbulb in the Review sidebar to disable data locking bulletins completely.To hide the message so it does not reappear, sign it off by clicking the check mark on the bulletin or next to the message in the Review sidebar.Dismissed messages are still visible in the Review sidebar, under the Bulletins view.This closes the message until you close and re-open the return. To hide the bulletin temporarily, click Dismiss. ![]() The bulletin stays there but now shows Unlock to allow you to quickly unlock the file.Click Lock to change all fields in the file turn green so they cannot be edited.If all required returns and forms (T1013, T1135, T1 EFILE, etc.) in the file for all taxpayers (principal taxpayer, spouse, and all dependants) have been successfully transmitted, or each taxpayer has the Completed status checked, a bulletin appears suggesting you lock the file.Lock and unlock files manually from the Security menu. Calculated fields will also not be updated even if you open the file in a later version of TaxCycle where there are calculation changes. All fields become green, non-edit fields. When you open a file that has been successfully received by the EFILE system or in which you have checked the Completed status for all returns in the file-taxpayer, spouse, dependant(s), federal, provincial-TaxCycle T1 and T2 will suggest you lock the data in the file.Ī locked file means nothing can be changed in the file. ![]()
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