Online Program > Configuring Restricted Fields

Users can lock fields in 1040 Online by restricting the field.  Restricting a field on a form or worksheet within a tax return will prevent users from being able to fill it out. The only login that can see all fields will be the EFIN/Office login.

 Follow the instructions below to successfully restrict a field:

 Method 1 – Restricting Fields within Office Settings

1. Login with an EFIN/Office Access Level.
   🖐  Note: Click the Profile Menu to view the user access level.
   

   

2. Click Office Settings.
3. Click Restricted Fields.
4. Enter the Field Code to be restricted and select Add Row +.
   

   

Method 2 – Restricting Fields within a Return

1. Open a tax return.
2. Select the button on the right-hand side to pop-out Field Description Side-Bar.
3. Select the field/line you want to be restricted and click Lock Field within the sidebar.
   
   🖐  Note: To lock a field within a Worksheet the field/line itself must have a worksheet. If the field/line has a worksheet, the Worksheet button will be available within the Field Description Side-Bar.
   
   
4. At this point you have added that field to your restricted fields listing located in Office Settings > Restricted Fields.

Article ID: 876
Created: Mon, Mar 28, 2022
Last Updated: Mon, Aug 15, 2022

Online URL: //kb.erosupport.com/article-876.html