Marc-TaxMan
Level 8
12-06-2019
05:36 PM
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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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Level 15
12-06-2019
05:36 PM
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I think template changes only affect new clients, not current or transferred clients.
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IRonMaN
Level 15
12-06-2019
05:36 PM
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I think what you see is what you get so I think you are out of luck on that one.
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