How do you hide the bank routing number and account number on the client copy of Forms 1040 and
540 for direct deposit of refunds?
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I called Lacerte. It is not currently an option. It has been proposed as an option for future enhancement. Thank you for your response.
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Im not sure you can, or if youd want to. The client would want to see the account number on their copy of the return to be sure its correct, just in case the refund doesn't arrive.
The client asked that it be hidden. They know their bank info & don’t want others to see it.
This isn't an option in the program that I've ever seen.
If you have the full Adobe Acrobat program, you could save to PDF then edit it and print the edited copy for them.