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Marc-TaxMan
Level 7
December 6, 2019
Solved

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...

  • December 6, 2019
  • 2 replies
  • 28 views

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

This topic has been closed for replies.
Best answer by IRonMaN

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

2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
December 6, 2019
I think template changes only affect new clients, not current or transferred clients.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
IRonMaNAnswer
Level 15
December 6, 2019

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

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