ProConnect Tax Idea Exchange

I very much like the idea of masking the client SSN/EIN on the tax return. However the "do not file" watermark looks very tacky and I will not provide a copy of a return with it to my clients.

If one of the print set options could be Mask SSN only, that would be stellar

Thanks for the idea to Remove Do not file from the Mask SSN option. We are changing the status to "Open for voting".

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Status:

Vote now if this is a good idea

Comments

Level 2

"Client Copy" would be a better watermark.

Community Manager

Status changed to:

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days.

Another watermark suggestions is Option to Change the Watermark which is currently Under Review with the product team.

If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

Community Manager

- edited

Status changed to:

Thanks for the idea and votes. Look out for a checkbox to mask SNN. Here's how:

On the View/Print Return PDF and Partial Print screens, you'll see a section called Print Options. In this section, you may select to Mask SSN and add "Do not file" watermark or Add "Do not file" watermark only Review this help article for more information on How do I print a return in ProConnect?

[edited]

Level 15

That's not what was requested. They wanted to not have "Do Not File"

Community Manager

Thanks for the clarification!

Community Manager

Status changed to:

Level 13

- edited

You can change the watermark to anything you want. I use "Taxpayer Copy."

You can also blank it out and use a blank watermark, but you have to add a . or s {space}. Then you can mask the SSNs.

Level 15

@Accountant-Man In ProConnect?

Level 13

Oops. Missed the Pro Connect reference.