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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Password Protect a Client File
Password Protect a Client File
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kdance
Level 2
02-13-2021
01:08 PM
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It appears the client password protection feature is not working in the 2020 proseries tax software. The feature from prior years did not carry over to 2020. A client protected file in prior years is now accessible without entering a password for 2020. Has anyone come across this issue this busy season. Thanks.
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Orlando
Intuit Alumni
02-13-2021
02:58 PM
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I'm sorry for the frustration. I just tried this out and the password did transfer from 2019 to 2020 when I transferred a file. That probably means that whatever issue you ran into is more subtle - perhaps specific to some machine situation or something different with the return I used relative to yours.
Suggestion
- Try to transfer just one file again. Maybe this was an issue we had earlier in the season. I do know that password is the last thing we transfer in the return and that if password transfer fails we still transfer the file (not saying that's a good thing.. just saying that's what I think we do). If the one transfers with password, then you might want to consider redoing the remaining ones assuming you haven't already modified them for Tax Year 2020
- If the password failed to transfer again, can you got to Help -> Send Logs and mail the resulting zip to proseries_engineering@intuit.com? I'll take a look.
