Locked Documents

Sometimes you may want to settle your bill when you deal with locked documents. These are final documents uploaded by your preparer. To unlock the document, you must pay the associated bill. Once the document is unlocked, it can be instantly previewed and downloaded. 

If the document is locked you will see a lock icon next to it. 

To unlock the file: 

  1. Click the Settle Bill button next to the file. 
  2. Review the bill information and click Pay
  3. Enter your personal details and your card details/bank account, and proceed with the payment
  4. Once payment has been made, the document will be instantly unlocked. You will now be able to view and download it.