What has changed
In release 2017.2.5 and later, ProFile features can now access password protected files when assigned a generic password. Access by features to password-protected files applies to T1, T2, T3, and FX modules in tax year 2015 and onward.
Currently, the Hub and Corporate Linking features support access to password protected files. More features will support access in future ProFile releases.
Set password protection for files
Applying a generic password permits all future or updated files to be accessible by ProFile’s features.
1. Open ProFile.
2. Navigate to the Security tab.
3. Select the Allow password protection for return(s) checkbox.
4. Select the Create a generic password for return(s) checkbox. The Enter Password and Confirm Password fields activate.
5. Enter a password and confirm it.
Note: Click Show Password to display the password as it is entered. Click the link again to conceal the password.
6. Select the Enable the following features access to password protected files checkbox.
7. Select the feature to permit access to password protected files (e.g. Hub and/or Corporate Linking).
8. Click the OK button.
The password-protection feature activates. Users can now apply password protection to files.
Apply password protection to files
To apply the settings to a file:
1. Complete a new file in ProFile.
2. Select the Save As... option under the File drop-down menu in the top toolbar.
The Save As window displays.
3. Select the Use generic password checkbox in the bottom-left corner of the window.
Note: Click Show password to display the password as it is entered. Click the link again to conceal the password.
4. Click the Save button.
The file saves with the new generic password and is now readable by ProFile.