it there a way to password protect emailed returns? I email my out of town clients. The T183 does not show full SIN but the Tax Summary and slip summary both show the full number.

Forum|Forum|3 years ago
February 20, 2023
1 reply
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Is it there a way to password protect emailed returns? I email my out of town clients. The T183 does not show full SIN but the Tax Summary and slip summary both show the full number.

ProFile (Canada)

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T

TaxPros_Amanda

Level 3

In profile you can set it so all files created from the File-print/email pdf option are fully Password protected before a client can open them.

In profile go to Options - Emvironment, then click the PDF tab. At the bottom you can choose from two preset Password options or create a blanket same password for all clients.

In our office we use the client name & dob one and simply include generic copy paste instructions for each clients

Hope that helps!

M

maha1

Level 5

i'm unable to extend password protection to anything other than the T1 itself. is there something else i need to check? thx.

P

Pro4

Level 8

Hi,

You can password protect a pdf/email tax package using this article. Note: this will not password protect archive pdfs. The masking of the SIN cannot be extended to other forms, nor can it be turned off

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