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Clients

Enter client passwords

Password protection lets you control access to specific clients. If you assign a password to a client's data, you'll need to enter that password whenever you open the client's return in UltraTax CS.
  1. Select
    File
    , then
    New Client
     or
    File
    , then
    Client Properties
    , and select
    Advanced Properties
    .
  2. If your security configuration requires it, enter the master password and select
    OK
     to enable the fields in this tab.
  3. Mark the
    Deny access to client data unless password is known
     checkbox.
  4. Enter the password in the
    Client password
     field then enter it again in the
    Verify
     field. Note that client passwords can't exceed 8 characters.
  5. Select
    OK
    .
  6. Select
    OK
     again to close the
    New Client
     or
    Client Properties
     window.
note
  • To remove the password for the open client, repeat steps 1 through 3 to return to the
    Restrict Access
     tab and unmark the
    Deny access to client data unless password is known
     checkbox.
  • To change the password for the open client, repeat steps 1 through 3 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.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

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