Encrypted PDF is an add-on product provided by TaxCalc, that allows a return to be saved as a PDF document and then encrypted with a password. This encrypted PDF document will not open until the correct password has been entered. As the password is hard coded into the document itself, it will be requested by any application that attempts to open the file. The password can be set in two places:
By setting a password within Practice Manager, the password will be used globally for all PDF documents that you create for this client.
Please Note: The PDF encryption module will only work while using TaxCalc Viewer. You can use it in either Internal Preview or New Window. It is currently not available for Mac OS or Linux.
From the PDF document
The second method can be used if you wish to set a unique password per document.
Either of these methods will allow you to encrypt the PDF with a password. This PDF document cannot be opened until the correct password has been entered.
Setting a Default Password Generically
It is possible to set a default password type that can be used to generate encrypted PDF's. This can be done by going to Admin Centre > Applications > PDF Encryption > Customise PDF Encryption > Default Password
The default Password can range from either UTR, NINO /CRN, or Client Code. Alternatively the No Password option can be set.