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Level 1
September 15, 2024
Question

unknown password for tax return

  • September 15, 2024
  • 3 replies
  • 11 views

How do I open a tax return that is password protected when I do not have the password?

This topic has been closed for replies.

3 replies

qbteachmt
Level 15
September 15, 2024

Where'd you get the file? What sort of file is this? Did you try the SSN, not formatted?

Don't yell at us; we're volunteers
Intuit Community Champion
September 15, 2024

Do you have the primary pass word ?

George4Tacks
Level 15
September 16, 2024

https://accountants.intuit.com/support/en-us/help-article/access-permissions/setting-primary-client-level-electronic-filing/L7ijZOFpX_US_en_US?uid=m152amsy

Follow these steps to remove a client-level password:

  1. Open ProSeries.
  2. Open the client file you would like to remove the password from.
  3. From the Tools menu, select Add/Change Client Password.
  4. Delete the *** values from both password fields.
  5. Click OK.
  6. From the File menu choose Save Client.

If you ever forget a client-level password, the primary password (or administrator user for Access Rights) can open the return.

 

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