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Restrict access to view a tax return
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Karen58
Level 1
02-07-2023
12:51 PM
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Looking for a way to restrict access to view my tax return in Proseries by other users in my firm. Is this possible? Have tried the lock/unlock feature and also tried adding a password but didn't seem to have luck. Thanks.
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Tara
Level 3
03-25-2024
10:41 AM
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Yes, you can lock/password-protect a particular return. Open the return. Click on "Tools" in the menu across the top. In the drop-down menu, there's an "Add/Change Client Password" choice.
Tara
Level 3
03-25-2024
10:43 AM
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I see you tried to add a password. What do you mean by "I didn't have much luck?" Know that depending on the roles assigned, people can bypass the password.
For example, I put a password on a return, and because I'm an admin, I don't have to enter the password. However, the return is still restricted for everyone else who doesn't have admin access.
Does that help?
