PDF Delivery Password Options dialog

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To protect the security of tax information, electronic returns and client organizers are password-protected. UltraTax CS can generate these passwords using the options specified on this dialog, or you can create custom passwords yourself. To create custom passwords, enter the passwords in the Password column on the Client Communications dialog.
If you want to use a generated password, use the fields on this dialog to determine how the password is created.
note
You must mark between one and three checkboxes on this dialog to use a generated password.
To open this dialog, choose Setup then Client Communications and select the Password button.

Fields & buttons

PDF delivery password group box
Use the checkboxes in this group box to specify the passwords for PDF returns or client organizers. You can use any of the following items or a combination of up to three: the taxpayer's identification number (SSN/EIN), phone number, and ZIP code. The password will not contain any hyphens or slashes, and each item will be separated by a plus ("+") sign. For example, if you marked the
Taxpayer Identification Number
and
Zip code
checkboxes, the password would be "111223333+48823" for a taxpayer with an SSN of 111-22-3333 and a ZIP code of 48823.
Communication of PDF passwords from within the Client Communication group box
The email greeting can contain a generic description of the generated password so the client is able to open the PDF client organizer. Using the options in this group box, determine how the greeting will communicate the password to the client. You can include a generic explanation of the password, explain that the password will be communicated in a separate message, or omit any reference to the password.
note
  • If you entered the password yourself and want to explain this in the email greeting, mark the
    When the password is user entered, explain there will be a separate communication of password
    checkbox at the bottom of the group box. You will need to communicate the password to the client(s) separately.
  • By default, the
    Explain the composition of electronic delivery passwords in a generic way
    option will be selected if the password was generated by the application.

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