Marking a return private will remove the SSN / EIN and Fees Charged / Paid from the Client List. If you are preparing a return that you may not want others in the tax office to see, such as your personal return, then select the option to mark the return private. You will be asked to password protect the return. If you need to go back into the return, you must enter your password when prompted by the program.
To mark an individual tax return private in the tax program
From the Main Menu of the Tax Return (Form 1040) 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 Return Password. Please be sure you use a password that will be easy to remember, or write it down in a location easy for you to access. The program does not offer password hints to help you recall the password.
- Verify Return Password - This will replace the SSN in all return lists with ***-**-****
NOTE: To remove the privacy protection from the return, simply change the question Return Marked as Private to NO.
To mark a business tax return private in the tax program
From the Main Menu of the Business Return select:
- Heading Information
- Select 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 Return Password
- Verify Return Password - This will replace the EIN in all return lists with **-*******
NOTE: 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. For security purposes, a temporary password will be sent to the email address on file that will enable you to access the tax return.
