Why is my filing locked after I submit it?
Your filing is locked while an e-file request is scheduled, being prepared, or being processed by the IRS or SSA. This keeps the data in your filing consistent with the submission being processed.
When can I edit it again?
Editing becomes available after BoomTax has finished processing the results for the current submission. A filing can contain more than one submission request, so an update for some forms may arrive before the entire filing is ready for edits.
Processing time varies. BoomTax sends email updates, and you can check the current status in your account:
- Open Filings and find your filing.
- Check its Status.
- Open the filing and select E-file History for submission details.
See How do I check on the status of an e-file request?
I found a mistake after submitting. What should I do?
If the filing is still submitting or awaiting a response, wait for processing to finish. Editing a form later does not change the submission that was already sent.
- Accepted: Once editing is available, make the necessary changes and e-file the corrections.
- Accepted with Errors or Corrections Required: Review the errors on the affected forms, fix them, and submit the required corrections.
- Rejected: Review the errors and follow the filing's instructions to fix and resubmit it.
Saving changes does not submit them. Complete the e-file workflow after making corrections. See How do I make corrections to my forms? for the steps and recipient-copy reminders.
My filing says E-file Scheduled. Can I edit it?
A scheduled request locks the filing before transmission. If the request is still scheduled and has not been sent, an authorized user can use Cancel Scheduled E-File on the filing and confirm the cancellation. After a successful cancellation, the filing becomes editable.
Review your changes and complete the e-file workflow again when you are ready. The scheduled-cancellation option does not cancel a request that has already been sent.
Processing finished, but I still cannot edit
Check whether your user has permission to edit the filing. If you have edit access and the filing still appears locked after processing is complete, contact BoomTax support with the filing name, tax year, form type, and current status.