When you submit your return for review, your return will be locked and you won't be able to make any changes until the review is finished. Do not worry! If you need to make edits, you can message your tax assistant, and we’ll be happy to help.
You can also unlock your return yourself!
On the Keeper app
Once the review process is done, go back to the File Taxes tab within the app, tap on the lower left navigation icon, then tap on 'File taxes.'
Navigation: File Taxes tab -> Lower-left navigation icon -> File Taxes
After tapping on 'File Taxes', a message will pop up asking you if you'd like to edit your tax return.
Navigation: File Taxes tab -> Lower-left navigation icon -> File Taxes -> Edit your return and re-submit?
On the web dashboard
If you go back to 'File Taxes' within the web dashboard, you'll see a page stating that your return has passed our audit risk review. Simply click on 'Next', and it will take you to this page showing your tax file summary. You can edit your return by clicking on 'Edit' on the right side of your tax info.
Navigation: File Taxes -> Next -> 'Edit'
As long as you haven't confirmed the amounts of your return, we’ll get it opened so you can make edits. Be sure to resubmit it when you finish up.