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Intuit

Managing ProFile's Password-Protection Function

What has changed?

In release 2017.2.5 and later, ProFile features can now access password-protected files when assigned a generic password.

What modules support access to password-protected files?

Access by features to password-protected files applies to T1, T2, T3, and FX modules.

What tax years support access to password-protected files?

Access by features to password-protected files applies to tax years 2015 and onwards.

What features currently support access to password-protected files?

Currently the Hub and Corporate Linking features support access to password-protect files. More features will support access in future ProFile releases.

Applying generic password protection to files

Setting 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:

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3. Select the “Allow password protection for return(s)” checkbox:

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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 the "Show Password" link to display the password as it is entered. Click the link again to conceal the password.

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6. Select the “Enable the following features access to password-protected files” checkbox:
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7. Select the feature to permit access to password-protected files (e.g. Hub and/or Corporate Linking):

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8. Click the “OK” button.

The password-protection feature activates. Users can now apply password-protection to files.

Applying password-protection for 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:

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3. Select the "Use generic password" checkbox in the bottom-left corner of the window.

Note: click the "Show password" link to display the password as it is entered. Click the link again to conceal the password.

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4. Click the “Save” button.

The file saves with the new generic password and is readable by the selected ProFile features.

Frequently Asked Questions

Why am I getting an error message in feature that it cannot access a password-protected file?

The most-likely cause of the error is that the file has been assigned a unique password that cannot be read by the feature:
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To assign a new generic password:

1. Open an existing file using the old generic password.

2. Select the “Save As…” option under the “File” drop-down menu in the top toolbar.

3. Select the “Use generic password” checkbox in the bottom-left corner of the window.

Note: click the "Show password" link to display the password as it is entered. Click the link again to conceal the password.

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4. Click the “Save” button.

The file saves with the new generic password and is readable by the selected ProFile features.

Can I accidentally override an existing password-protected file with a new generic password?

No, assigning a new generic password does not overwrite existing password-protected files. Those existing files retain previously assigned password.

What happens to existing protected files if I create a new generic password going forward?

Files already protected with a previously set password retain that existing password.

How do I assign the new generic password to existing protected files?

To assign a new generic password to an existing protected file:

1. Open an existing file using the old generic password.

2. Select the “Save As…” option under the “File” drop-down menu in the top toolbar.

3. Select the “Use generic password” checkbox in the bottom-left corner of the window.

Note: click the "Show password" link to display the password as it is entered. Click the link again to conceal the password.

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4. Click the “Save” button.

The file saves with the new generic password and is readable by the selected ProFile features.

I cannot see the password and password confirmation I am entering in the “Security” tab...

Currently the generic password and password confirmation characters are not visible when being entered. This feature will be included in a future ProFile release.

Can I assign a unique password to a file that already uses a generic password?

ProFile users may want to assign a unique password to a file or files in order to ensure security of information.

A file already using a generic password will not be able to be read by ProFile features if assigned a unique password. An error message displays in the feature if it tries to read a file assigned a unique password.

Are password-protection settings retained if I transfer my files to a new computer?

Password-protection settings apply in the ProFile options package. As long as a user correctly transfers the options package to a new computer, the password-protection settings retain.

Alternatively, a ProFile user can repeat the password-protection setup process on the new computer.

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