How to lock and unlock an FBT return

Overview

Once you've completed the FBT return calculation for each quarter, you can lock the return period to prevent further updates by other users.

Locking will stop data from being manually entered or imported into an FBT period. Locking a quarter will also lock all preceding quarters, as they can impact de minimis and attribution calculations in the current quarter. All users can lock and unlock quarters.

How to lock and unlock an FBT return

There are two ways to lock and unlock FBT return periods:

From settings

1. In the entity’s FBT calculation, select the More Menu ... > Settings.
2. In the Return Calculations section:
   • To lock a return, select the grey Return Lock button.
   • To unlock a return, select the green Return Lock button.

From the tax Return screen

1. In the entity’s FBT calculation, select Reports > Tax Return.
2. Select the relevant quarter tab.
3. In the Return details section at the top:
   • To lock the return, select the grey Return Lock button.
   • To unlock the return, select the green Return Lock button.