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remove client password on Pro Series file

mikespinner
Level 3

How do I remove a password on a pro series tax return file?

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7 Comments 7
Lord Happy
Level 5

Happy day,

I believe you choose Save As and leave the password field blank.

mcd1231
Level 4

You are right.  Thank you

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dude7707
Level 5

Where do you do this at?  "Save as" In explorer or in the program?........not seeing this option.

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Lord Happy
Level 5

Happy day...from Homebase, right click on the line with the client info.

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dude7707
Level 5

I right click the record in Homebase , I see no save as....using 2019 Tax Pro......any other suggestions?

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Lord Happy
Level 5

Happy day...my apologies.  My memory was screwed up.  Go into the client file, choose File from the top nav and Save As is the 5th item down. 

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dude7707
Level 5

These are my steps:

1.  Go to HB

2.  Right click client line

3.  Go to file at the top bar

4.  5ith item down is transfer

 

sorry, I don't mean to take up your time on this......worked fine yesterday, all other clients open with same pw......go figure.........any other ideas?

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