Unlocking a Form for Revision

How to Unlock a Form for Revision: A Step-by-Step Guide  #

1. Opening the Form  #

• Access the form you wish to unlock. 

2. Navigating to Unlock Option  #

• Click on the three lines located in the right-hand corner of the form. 

3. Unlocking the Form  #

• Select the option to “Unlock for Revision.” 

4. Impact of Unlocking  #

• Understand that:
  
  
  • The taxpayer will receive an email notification.
  
  
  • The taxpayer’s signature on the form will be cleared.
  
  
  • A message will be sent to the taxpayer from you.
  
  
   

5. Composing Your Message  #

• Enter a detailed message explaining the reason for unlocking the form. 

6. Finalizing the Process  #

• Click on the “Unlock Form” button to complete the process. 

Link to Loom #

https://loom.com/share/f739e0f1882e44d8bd67e3693fa3682e?src=composer