CCH IFirm Personal Tax
Tax return additional options
The document provides instructions on managing data sources and tax returns within a software interface. Users can remove data sources by clicking the delete icon, mark data sources as finalized using the "Completed" tick box, and lock/unlock data sources or tax returns. Regular and Admin users can lock items, but only Admins can unlock them. Locked items are indicated by a padlock icon, and once locked, no changes can be made until they are unlocked. Instructions include clicking specific buttons for locking and unlocking actions.