How to password protect PDFs in Lacerte

Starting in tax year 2019, Lacerte added the ability to password protect PDF tax returns. Below, you'll find how to generate a password-protected PDF, how to view or change the password protection options, and what password the client uses to unlock the file.

Generate a password-protected PDF

1. Select a return on your Client list.
2. Press Ctrl+P on your keyboard, or go to the Print menu and select Tax Return.
3. Select File (PDF), Document Management System (DMS), or SmartVault for the return type you need to print.
4. Check the box labeled Password Protect PDF.
5. Select OK to print the return.

View or change the password protection options

1. Press Ctrl+O on your keyboard, or go to the Settings menu and select Options.
2. Select the Setup tab.
3. Scroll down to the PDF Password Options section.
4. Check the box next to Identification number or ZIP code, or check both.
   • Lacerte will generate a password based on the component(s) you choose here.
5. Select OK to save your changes.

What password does the client use to unlock the file?

The default password is a combination of the last four digits of the client's SSN or EIN, plus their five-digit ZIP code.