UltraTax CS
Password protection enables you to control access to specific clients. If you assign a password to a client's data, you will need to enter that password whenever you open the client's return in UltraTax CS.
- Choose File > New Client or File > Client Properties and click the Advanced Properties button.
- If your security configuration requires it, enter the master password and click OK to enable the fields in this tab.
- Mark the Deny access to client data unless password is known checkbox.
- Enter the password in the Client password field and then enter it again in the Verify field. Note that client passwords cannot exceed eight characters.
- Click OK.
- Click OK again to close the New Client or Client Properties dialog.
Tips
- To remove the password for the open client, repeat steps 1 through 3 to return to the Restrict Access tab and clear the Deny access to client data unless password is known checkbox.
- To change the password for the open client, repeat the steps above and enter the new password in step 4.
- If you forget a client's password, use the master password when opening the client. UltraTax CS opens the Restrict Access tab and prompts you to enter a new password for the client.
- You can only add a password to a client one at a time, manually.
Related topics
Was this article helpful?
Thank you for the feedback!
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|
|
|
Chat - Best option for simple questions Email - Expect a 24-48 hour turnaround Call us at +1 800 968 0600. You might like to see our hours and menu options before calling |