Unmarking a Return as Complete

Once a return has been marked complete, it cannot be undone. If you have additional information to add, you still have the ability to edit the return. Marking the return as complete does two things. It adds the return to the transmission table and locks the fees inside of the return.

When you exit the Receipt Menu, you will be asked 'Are You Ready to Mark the Return as Completed?' If the return is complete, select 'YES'. If you have additional information to enter on the tax return at a later date, we recommend selecting 'NO'.