In TaxSlayer Pro, if you are preparing a return that you don't want others in the tax office to see, such as your personal return, you can mark the return private.
Marking a return private involves assigning a password to the return so that anyone who wishes to open the return must supply the password you set. After marking a return private the SSN/EIN, Fees Charged, and Fees Paid are masked in the Client List.
When marking a return private, use a password that will be easy for you to remember but hard for others to guess. The program does not offer password hints to help you recall the password in case you forget.
Marking an individual tax return private
From the Main Menu of the tax return select:
- Personal Information
- Other Categories
- Mark Return as Private
- You will see the message Marking This return as private will require that you create a password. You will only be able to access this return using the password. Do you want to mark this return as a private return?
- If you select YES, you will be prompted to enter a password.
To remove the privacy protection from the return, simply change the question Return Marked as Private to NO.
Marking a business tax return private
From the Main Menu of the business return select:
- Heading Information
- Mark This Return as Private
- You will see the message Marking this return as private will require that you create a password. You will only be able to access this return using the password. Do you want to mark this return as a private return?
- If you select YES, you will be prompted to enter a password.
To remove the privacy protection from the return, simply change the question Return Marked as Private to NO.
What If You Forget the Password For A Return That Has Been Password Protected?
In the event you forget a password for a tax return that you have marked as a private return, please call TaxSlayer Pro Support. We can send an override to the email address on file that will enable you to access the tax return.
