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I want to totally mask SS# in Organizer. Client and dependents. I can do it manually (replace SS# with ***-**-****), but there ought to be a way...

Marc-TaxMan
Level 8

I even changed the client organizer template to **** and then did a transfer and it still showed SS#s.  Clarify:  PS Organizer prints "masked" as ***-**-6789.  I do not want that much info printed

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Accepted Solutions
IRonMaN
Level 15

I think what you see is what you get so I think you are out of luck on that one.


Slava Ukraini!

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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15
I think template changes only affect new clients, not current or transferred clients.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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IRonMaN
Level 15

I think what you see is what you get so I think you are out of luck on that one.


Slava Ukraini!
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