Add, Change or Delete a Password

To add a password to a client file, proceed as follows:

  1. Open the client file you want to have password-protected.
  2. On the Tools menu, click Password.
    The Properties dialog box displays.
  3. In the Password box, enter a secure password defined according to recommendations provided below.
  4. In the Confirm box, enter the password again.
  5. Select the Allow the transmission if password unknown check box if you want the returns in this client file to be electronically transmitted without the password being divulged to the transmitter.
  6. Click OK.

Notes:

  • If the password is not added to the password list, some data from the protected file might be hidden by some wildcard characters.
  • Do not forget your password: you will not be able to open locked files.

To change or delete a password, proceed as follows:

  1. Open the client file whose password you want to change.
  2. In the Tools menu, click Password.
  3. In the Password box, enter the new password. To delete the password, leave the box blank.
  4. In the Confirm box, enter the new password again or leave the box blank to delete the password.
  5. Click OK.

Here is some helpful advice for creating secure passwords:

  • Pay attention to the case (capital and lower-case letters) when creating a password, because Corporate Taxprep is case-sensitive. For example, if you enter “achilles” as a password for a client file, Corporate Taxprep will not recognize “ACHILLES” or Achilles.”
  • The password must be between four and fifteen characters long and can include numbers, spaces, letters and accented characters.
  • Choose a password that is easy to remember, but hard to guess.
  • A password should be impersonal, without any particular significance, and should not be written or stored anywhere.
  • Never give your password to another user.