---
title: "Lock Dates"
description: "You can set a lock date in JuanTax to prevent changes being made to transactions prior to and inclusive of the set date."
url: https://help.juan.tax/en/articles/187-lock-dates
collection: "FAQs"
updated: 2024-11-20
language: en
---

# Lock Dates

You can set a lock date in JuanTax to prevent changes being made to transactions prior to and inclusive of the set date.

## Overview:

-   After you set a lock date, users won't be able to modify (add or delete) transactions in JuanTax if the transaction date is earlier than the lock date.
    
-   You can set lock dates for all user roles, or all user roles except the Subscriber (Owner) user role.
    
-   You'll need the Subscriber (Owner) user role to set and change lock dates.
    

**To set up a lock date:**

**STEP 1**: In your organization's sidebar menu, select **Settings** > **General Settings.**

![](https://downloads.intercomcdn.com/i/o/212903024/4b9e7a1b1b35219c9add5512/Screen+Shot+2020-05-28+at+3.43.38+PM.png?expires=1730690100&signature=71c2b76e583e5b5831f58c374227c053827f379c66717785ad2d8dc003e8afb5&req=diElH8l9nYNbFb4f3HP0gGc3koMck%2FZD4veGCPEszij2zzux0vDkLn0MfMmw%0Az60%3D%0A)

**STEP 2**: Click **Lock Date Period,** set the date to lock transactions in.

![](https://downloads.intercomcdn.com/i/o/212904755/9e0c49e1bccdd8a6bcc22b33/Screen+Shot+2020-05-28+at+3.51.40+PM.png?expires=1730690100&signature=6fe54a38e0252a144d6931dae1982721156a6d9a7c16ca149b51869fd3ad41aa&req=diElH8l6moRaFb4f3HP0gMwPTFzv8vdslAJ5eGtrtfzIEyj%2FHuUj5%2F4X0Tct%0A33Q%3D%0A)

**To Remove** a **lock date:**

**STEP 1**: In your organization's sidebar menu, select **Settings** > **General Settings.**

**STEP 2**: Click **Lock Date Period**.

**STEP 3**: Under **Select Date**, delete the date in the field, and you're good to go!