Lock or unlock an FBT return

Overview

Once you've completed an FBT return calculation for a 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 with access to the FBT module 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, from the navigation bar select the three ellipses > Settings.
2. In the Return Calculations section, toggle the Return Lock on to lock (green), and off to unlock (grey).

From the FBT calculation

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, toggle the Return Lock on to lock (green), and off to unlock (grey).

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