Enter advanced client properties
You can enter advanced properties in the
New Client
window when you add the client, or you can enter or update them at any time using the Client Properties
window.By default,
Advanced Properties
has 2 tabs: the Restrict Access
tab and the Enter Asset Detail
tab.note
Based on the type of return, more tabs may display. For example, consolidated returns have a
Group
tab and an Options
tab.- TheRestrict Accesstab lets you password-protect client data and prevents any of the following applications or features from accessing client data: Data Mining, Practice CS, FileCabinet CS, or data sharing. In addition, you can mark theExempt the E-file Status screen from Client Password protectioncheckbox to enable access to password-protected client information within theElectronic Filing Statuswindow only.noteThis field is available only if you've marked theDeny access to client data unless password is knowncheckbox.
- Use theEnter Asset Detailtab to determine if you have to summary or detail asset information.
