Answered: I think template changes only affect new clients, not cur...

Marc-TaxMan · ‎12-06-2019

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

IRonMaN · ‎12-06-2019

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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Just-Lisa-Now- · ‎12-06-2019

I think template changes only affect new clients, not current or transferred clients.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

IRonMaN · ‎12-06-2019

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

Slava Ukraini!

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...

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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...

©1997-2024 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

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...