Password-Protecting Files

Updated: 2024-10-31

You can add a password to any TaxCycle file so that it can only be seen or opened by someone with the password.

Take special note of the following restrictions before you add a password to a file:

Password-protected files are NOT indexed by the Client Manager. When the Client Manager finds a password-protected file, it removes it from the database.
If you forget the password, it can never be retrieved—even by us! The file becomes inaccessible.
TaxCycle will ask you for the password EVERY time you open the file. There is no way to save or store the password for future use.

Enable Password Protection

From the Start screen, click Options in the blue bar on the left side. If you have a file open, go to the File menu, then click Options.
On the left, expand Files and Folders, then click on File Settings.
Check Allow Passwords to enable password protection.
Click Apply or OK.

How to Set a Password

To set a password:

Open a TaxCycle return.
Go to the Security menu.
Click Add or change password.
Enter a password.
Enter it a second time to confirm.
Click OK to set the password.
After adding a password, click Add or change password to update the password.
Click Remove password to delete the password from the file.