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Printing

Password for modifying PDFs

When you select
File
, then
Print returns
 and send the client copy to
PDF to file
 or
Email PDF
 with a password, UltraTax CS automatically assigns a random password to prevent editing the PDF.
note
You can't remove the PDF password for client organizers.
If you want the option to edit the PDF later using Adobe Acrobat and don't want UltraTax CS to assign a password, follow these steps.
  1. Select
    File
    , then
    Print returns
    .
  2. Select the
    Clients
     button to select the clients you want to generate a PDF for. If the client was open in UltraTax CS before you completed Step 1, continue to Step 3.
  3. Select
    Client Copy
    ,
    Electronic delivery
    , then
    PDF to file
     or
    Email PDF
    .
  4. Verify the
    Password protect PDFs
     option isn't selected.
  5. Select all other printing methods you want. If you select additional printing methods, select
    Print
    .
  6. Select
    Assemble
    .

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