How to Remove a Service Bureau Lock (Desktop/Hosted)

The following steps describe how to unlock a Tax Return from the Main Site.

  1. From the Main Site User ID, open the Work In Progress Summary (WIP)

  2. Transmit to the Central Site to receive the latest versions of returns from sub-offices. 

  3. From the menu, select Utility > Unlock Tax Return. The "Unlock a Tax Return" window will appear. 

  4. Enter the SSN and select the Filing Status of the return to be unlocked. 

  5. Click Unlock. The program will transmit to the Central Site.  One of the following responses will appear: 

  • “XXX-XX-XXXX SUCESSFULLY UNLOCKED” – The return has been successfully unlocked.

  • “XXX-XX-XXXX IS ALREADY UNLOCKED” – The return was already unlocked. 

  • “XXX-XX-XXXX IS NOT AT MAIN OFFICE: YYYYY” – The SSN entered has not been transmitted to the Main Site. 

  1. Click OK to close the information window.