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Workstation lock

Symptoms   While trying to transmit a return you get a Workstation lock error.The Current Tax return has Workstation lock. Contact your Service Bureau or Franchise office to unlock this tax return. Returns are locked to prevent overrides of... Read More

How to Remove a Service Bureau Lock

Unlocking a Return  The  following steps provide how to unlock a return: At the Master User, open the Work In Progress Summary (WIP).  Transmit to the Central Site to receive the latest versions of returns from sub-offices.  From the... Read More

Overriding Return in MSO

Overriding Return in MSO This function is ONLY used to add State to a return that is IRS Acknowledged. If the ERO needs to make a change to the 1040 they need to AMEND the return. (KB: 724   Login to... Read More