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Level 2
July 15, 2020
Solved

Password protected pdf (how does client unlock their tax return)?

  • July 15, 2020
  • 2 replies
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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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Best answer by kreinard

The default password is a combination of the last four digits of their ssn or ein, plus their five digit zip code. 

2 replies

kreinard
kreinardEmployeeAnswer
Employee
July 15, 2020

The default password is a combination of the last four digits of their ssn or ein, plus their five digit zip code. 

CFPAuthor
Level 2
July 15, 2020

Password is: Last four digits of SSN, plus five digits of ZIP.