Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- HOW DO I SET UP A PASSWORD PROTECTED CLIENT FILE - 2020 IT HAS A PASSWORD - 2021 CANNOT GET IT TO SAVE?
HOW DO I SET UP A PASSWORD PROTECTED CLIENT FILE - 2020 IT HAS A PASSWORD - 2021 CANNOT GET IT TO SAVE?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
ERKTAR0422
Level 1
04-14-2022
11:25 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
How do I set up a protected password for a client file
Labels
1 Comment 1
IntuitCharlene
Moderator
04-15-2022
08:31 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
This article should help you out:
If you've never done passwords in the program before you'll need to do the Primary password first (that's for the firm owner so they can unlock any return in the program). Then the Client Level Password section will show you how to set one for a tax return.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"
**Mark the post that answers your question by clicking on "Accept as solution"
