Error Message: "Return Locked on Current SSN by Service Bureau" While Transmitting a Return

Symptoms

When a return is transmitted, it is refused with the following error:
Return Locked on Current SSN by Service Bureau.

   Cause

This refusal is found in a multi-office environment when one of the following is true:

  • The Master User hasn't e-filed the return.
  • A sub-site has transferred a return to the Master User for a second time.

  Resolution

  • Master User needs to e-file the return:
    • The return must be rejected/acknowledged by the IRS for the lock to be removed. Once it is rejected/acknowledged, it will unlock automatically with no action needed by the Master User. This applies to state as well.
  • If the Sub-Site has transferred the return to the Master User:
    • The Master User must unlock the return to allow the sub-site to make the necessary changes. For more information on this process, please refer to KB 317 How to Remove a Service Bureau Lock