CFP
Level 1
07-15-2020
01:37 PM
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How does client "unlock" the password protected pdf version of their tax return, sent to them by email? (things we forget after the end of the "regular" tax season)
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Employee
07-15-2020
01:42 PM
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The default password is a combination of the last four digits of their ssn or ein, plus their five digit zip code.
CFP
Level 1
07-15-2020
01:52 PM
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Password is: Last four digits of SSN, plus five digits of ZIP.