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Masking

PulaskiBoy

When I print my client’s filing copy, client copy, and preparer copy, I select Mask Sensitive Data for the client copy.  However, Form 8879 is not masked, which seems counter-intuitive.  How do I send the client home with a masked copy to prevent identity theft?  When the client is in front of me, and I want them to sign Form 8879, I can print it from the preparer copy or by Print Selected Forms, which is not masked.  The way it is now, if I want the client copy to be masked, I need to take a black marker and redact the first five numbers of the social.  My suggestion for enhancement is if I select Mask Sensitive Data for my client copy, all sensitive information will be masked.

Thanks for the idea to Mask all sensitive information if user selects "Mask sensitive data" on form 8879 . We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  ProSeries Idea Exchange


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
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2 Comments
Intuit_Ruben
Moderator
Moderator
Status changed to: Open for voting

Thanks for the idea to Mask all sensitive information if user selects "Mask sensitive data" on form 8879 . We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  ProSeries Idea Exchange


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Taxgal29
Level 1

Please please PLEASE allow for the option of masking sensitive data on the 8879s in Proseries!  Drake and ATX offers this.  To protect taxpayer information, hours of extra time has to be implemented each tax season by our staff to mask this in Adobe instead of a one-click solution in Proseries.

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