Return Privacy Settings

In Tax Processors Plus Online, a private return requires a password to open the return or access any of its options under the Tools menu in 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 you can create a password for the return in the return's Privacy Settings option.

Marking a return private

To mark an individual tax return private in Tax Processors Plus Online, follow these steps:

• From the Welcome Page select Client Search.
• Locate the return you wish to mark private.
• Select the Tools dropdown menu and choose Privacy Settings:
  
  
   
• In the Privacy Settings window, enter the password twice, then select CONTINUE. The password can be from 1 to 15 characters in length and can be anything you'd like.
  
  

Removing privacy settings

To remove the password:

• Select Privacy Settings from the Tools Drop down menu
• Enter the password
• Select No as the answer to the question "Would you like to mark this return private?".
• Click CONTINUE.

Restricting the ability to mark a return private

If you have assigned Roles to preparers in your office, the permission setting "Set tax return passwords" controls whether or not the preparer assigned the role can mark a return private.