Administrators with the right permissions can lock or unlock a user's account. This feature is available if you don't want users to make changes to their profile at any point.
When an Institution submits 'Finalize Year' during 1042 Season, this will lock users’ profiles for editing and displays 1042-S forms to the recipients who gave electronic consent to receive their forms via Sprintax Calculus. You may use the unlock feature to allow for changes to be made under a specific user account.
Access
1. Login to your Calculus account.
2. Head to the users tab > All Accounts and click anywhere on a user’s record.
3. A side panel will appear right side of the screen.
4. Scroll down to Account Status. Slide the toggle to lock or unlock the profile
Bulk Lock or Unlock Records
1. On the User List, mark the checkbox under the username column of the records you want to lock or unlock
Info: Click on the check box on User Names columns to select all users on the page.
2. Click on Actions and a side panel will open.
3. Scroll down to bulk lock or unlock the selected records.