Surpressing Client Soc Sec Numbers on Client Returns

[ETax847]

Does anyone know how to have a client's soc sec number be x'd out on the printed copies? I would like to suppress this information, but I'm not sure how to do it.

Thanks and Happy New Year.

[Dana]

Go into Options, then preferences, then "Print".  You will see all of the options there.

[ETax847]

I found it, thanks Dana!

[MN dhawk]

I used this feature last year but was disappointed to see that SSN's still showed on a few forms. The ones I remember were 1040-V, 4868 and various state payment vouchers.  

[Lee B]

33 minutes ago, MN dhawk said:

I used this feature last year but was disappointed to see that SSN's still showed on a few forms. The ones I remember were 1040-V, 4868 and various state payment vouchers.  

If your clients are mailing in payment vouchers or any other forms like the 4868, you probably wouldn't want the SSN suppressed ?

[Abby Normal]

FYI, you can only suppress the Client copy print packet. That's the one I use for K1s so I can email them to recipients. I asked ATX to allow to suppress SSNs on any print packet but they said that we were too stupid to have that feature.

[Medlin Software, Dennis]

"too stupid to have that feature." Wow, candid answer at its worst.  As a programmer, who also does support, rule 1 is the end user will do something they are not supposed to do.  Rule 2, is you will spend the bulk of your time in a vain attempt to prevent rule 1.

I answer that inquiry, if this is the proper case, with something along the lines of "the tax agency requires the full SSN on that particular form, we are not allowed to truncate or mask".  When pressed, I will mention many tax forms contain a vendor code, and if submitted, and the vendor did not comply with the requirements, not only will the TP get fine, so will the vendor, and the vendor can have all their forms refused if it causes a large number of manual handling by the tax agency.

In real use, I am certain things get masked by "printing" to a PDF, then editing before printing to paper, or by making a copy with a sticky note over the items to be masked.

[Abby Normal]

They were afraid we'd paper file a return with SSN suppressed. I said fine, don't allow SSN suppression on Filing Copy print packet, but please let me suppress SSNs on Client, Preparer and Custom print packets so the PDFs on my computer are more secure and I'd feel better about emailing returns.