This support note applies to:
- AO Tax (AU)
- AE Tax Series 6 & 8 (AU)
- AE Tax (AU)
In MYOB Tax you can enable a feature where a password must be entered when trying open a PDF file. Usually referred to as enabling the PDF Encryption Policy, this is particularly useful if you want to send a PDF copy of a return for review or signing. MYOB also recommends to always encrypt files by default.
The following information will now step you through enabling this feature and knowing the password.
- Within any tax return, follow the menu path Utilities > Control record. The Control Record Properties window opens.
- Click the Defaults tab. The contents of the tab displays.
- Click the drop down arrow at the Encrypt saved files field and select Always. The selection option appears.
- Click OK. The tax return appears and the system is now defaulted to encrypt all PDF files with a password.
What is the password?
The PDF password defaults to the return code of the selected return. You will need to communicate this to the intended recipient before they try to open any encrypted email attachment that you send.
The return code appears in the title bar of the return.
Example: Tax<year> - <return code> - <name of client>.
- From within the relevant tax return, click the Properties icon. The Return Properties window opens and the General tab displays the current PDF password in the PDF password field.
- Click in the PDF password field and change the password. The updated password displays.
- Click OK. The updated password is saved.Ensure that you communicate the new password to your intended recipient.