How to reset the primary or e-file password in ProSeries
Follow these steps to reset the e-file password if the primary password is known:
- From the Tools menu, select Options.
- From the Options screen, select Passwords from the left menu.
- Enter the current password in the Enter existing primary password field.
- If this field is in gray, you haven't set a primary password yet.
- Enter the new password in the Enter new primary password and Re-enter new primary password to confirm fields.
- Once you enter a primary password, the ProSeries should always prompt for the electronic filing password checkbox will no longer be grayed out.
- Click the ProSeries should always prompt for the electronic filing password checkbox to disable this setting.
- Click Yes on the message asking to delete the E-file Password.
- From the Tools menu, select Options.
- Click on Passwords on the left side.
- Click in the first available Primary Password field.
- Hold down the ALT + F12 + C on your keyboard to open the Resetting the Primary Password dialog box.
- If you're running ProSeries remotely and using a MAC keyboard, use FN + Option + F12 + C.
- Contact Customer Service and provide the 6-digit code on screen to them.
- Refer to this article for contact information, including hours of operation.
- Enter authorization code provided by the customer service agent and click OK.
- This will reset both your primary password and electronic filing password to the authorization code.
- Enter this code in the Enter existing primary password and Enter existing electronic filing password fields when changing these passwords.
- Enter a new password in the Primary Password section, if desired.
- Under Electronic Filing Transmission, check the ProSeries should always prompt for the electronic filing password box, if desired.
- Enter a new password in the Electronic Filing Transmission Password section, if desired.
- Click OK.
Check out this article for more information on using primary, client and e-file passwords in ProSeries.