Setting up primary, client-level, and electronic filing passwords in ProSeries
by Intuit•1• Updated 10 months ago
ProSeries Professional and ProSeries Basic both have multiple password options available to help you protect your clients' data. These options let you to require passwords for specific actions in the program, such as e-filing a return.
If you're not using Access Rights, you must set up a primary password before setting up an electronic filing password or client level password. If you're using Access Rights, you won't be able to complete a primary password setup, and anyone with administrator access will have access to any password-protected return. Refer to this article for instructions on setting up Access Rights.
Follow these steps to set up a primary password:
- Open ProSeries.
- If you're on a network, make sure you're on the admin computer.
- From the Tools menu, select Options.
- From the left of the screen, select Passwords.
- Locate the Primary Password section.
- Type the new password in the Enter new primary password field.
- If this isn't the first time setting up a primary password, enter the old password in the Enter existing primary password field.
- Type the password again in the Re-enter new primary password to confirm field.
- Click OK.
If you need help resetting the primary password, refer to this article for instructions.
Sign in now for personalized help
Ask questions, get answers, and join our large community of Intuit Accountants users.
More like this
- Using client letters in ProSeries Professionalby Intuit•326• Updated December 19, 2023
- Email a tax return as a password-protected PDF using ProSeries Professionalby Intuit•309• Updated December 04, 2023
- How to reset the primary or e-file password in ProSeriesby Intuit•26• Updated 1 month ago
- Managing Access Rights in ProSeriesby Intuit•47• Updated March 22, 2024
- How to create a password-protected PDF in ProSeries Professionalby Intuit•169• Updated November 21, 2023