Masking and unmasking sensitive data in ProSeries

Masking or unmasking sensitive data on printed returns:

Before you start:

• Masking is available for the Preparer Copy and the Client Copy of the returns.
• Masking isn't available for the Filing Copy.
• The masking settings apply to both tax returns printed to paper and to tax returns printed (or saved) to PDF.
• At the request of federal and state taxing agencies, all tax forms with masked PII will be watermarked to help ensure that the printed tax returns with masked PII aren't mailed to the tax agencies in error. Forms will include a watermark that says "DO NOT MAIL - Data Masked" that can't be removed.
• Masking sensitive data on the HomeBase view doesn't mask the data when printing the HomeBase

1. Open ProSeries Professional.
2. Select the tax returns to be printed.
3. From the File menu, select Print.
4. Check the Client Copy or Preparer Copy checkbox.
5. Make your federal and state selections.
6. Check the Mask Sensitive Data checkbox to mask PII data, uncheck the Mask Sensitive Data checkbox to show the PII data.
7. Select the Print button.

Masking or unmasking sensitive data on-screen.

1. Open ProSeries Professional.
2. From the Tools menu, select Options.
3. On the General screen review the Mask Sensitive Data section.
4. Check or uncheck the Mask on-screen data in Open Client.
5. Check or uncheck the Mask data in HomeBase.
6. Select OK to save your changes.

ProSeries Basic doesn't have the ability to mask PII on printed returns however you can mask PII on screen.

Masking or unmasking sensitive data on-screen.

1. Open ProSeries Basic.
2. From the Tools menu, select Options.
3. On the General screen review the Mask Sensitive Data section.
4. Check or uncheck the Mask on-screen data in Open Client.
5. Check or uncheck the Mask data in HomeBase.
6. Select OK to save your changes.