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T
tbf
Level 2
February 27, 2024
Question

how to password protect tax return

  • February 27, 2024
  • 1 reply
  • 6 views
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    1 reply

    dkh
    dkh
    Level 15
    February 27, 2024

    Open the client file  then  select   Tools > Add/change client password

      T
      tbfAuthor
      Level 2
      February 27, 2024

      Thank you for your response. PTO only offers "Restrict Access" under tools. Unfortunately, adding a password is not an option. 

      dkh
      dkh
      Level 15
      February 27, 2024

      Sorry  I didn't pay attention to the program you were using. 

      That's too bad you don't have that option

       

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