CloudTax | Locking approved and submitted Provisionals

How do I lock my approved and submitted Provisionals? 

  Answer:

Step 1: From the main CloudTax screen, Click on Process, then Click on Provisional Returns: 




Step 2: It will show all the Provisional returns available, Select the relevant one: 




Step 3: A screen will open with the provisional details, Click on the Review / Sign-off tab 




Step 4: Mark the ‘Tax Practitioner Approved’ as yes: 




Step 5: Mark the ‘Taxpayer Approved’ option as yes: 



The return will now be Locked. 






 

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