Proforma customized PDF delivery passwords from the previous year

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If you used the Client Communications dialog to enter customized client passwords for accessing tax documents via NetClient CS, you can proforma those passwords from the prior-year version of UltraTax CS so you do not have to re-enter them in the current-year application.

  1. Choose Setup > [Entity] to open the Product Information dialog for the applicable federal entity, such as 1040 Individual.
  2. Click the Other Return Options button.
  3. If necessary, click the Proforma tab in the Other Return Options dialog.
  4. Mark the Custom PDF delivery passwords from the Client Communications dialog checkbox. (Depending on the federal entity you selected, this checkbox may appear on the General tab or the Proforma tab.)
  5. Click OK to close the Other Return Options dialog, then click OK again to close the federal Product Information dialog.

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