As the PDF files may contain confidential data, we recommend that you protect those files by adding passwords. In order for Taxprep for Trusts to add a password when a PDF file is generated, proceed as follows:
- On the Tools menu, click Options and Settings.
- Under Print, select PDF Files.
- In the Security box:
To ensure the generated PDF files are not protected with a password, select the No password check box.
To automatically use the trust's account number as the password, select the Use the account number as password check box.
To choose a password each time a PDF file is generated, select the Request password check box.
Note: In the event that you selected to use the account number as a password, you will be prompted for a password when generating a PDF file not generated from a client file.
- Click OK.