Personal/Business/Trust Tax: How to password protect a client?
Article ID
personal-business-tax-how-to-password-protect-a-client
Article Name
Personal/Business/Trust Tax: How to password protect a client?
Created Date
24th September 2021
Product
Problem
Personal or Business Tax: How to password protect a confidential client so users cannot access the account
Resolution
- Load the client in PT or BT or TT
- Client and View
- Advanced
- Confidentiality (if you need to remove the password – click CLEAR)
- Enter password and Ok
- Whenever anyone loads this client – it will ask for the password.
Note: If client is password protected, then BT will not pick it up the IXBRL automatically from AP. The IXBRL has to be attached manually in BT when generating the tax return.
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