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Mask confidential information on client tax returns

By default, UltraTax CS hides sensitive information on a client's tax return, such as the Social Security number (SSN), Preparer Tax Identification number (PTIN), Employer Identification Number (EIN), bank account numbers, and dates of birth. This information is hidden on the client and preparer collations of the tax return when previewed, printed to paper or PDF, or when stored digitally in FileCabinet CS or GoFileRoom (if licensed). The selected items are also hidden on filing instructions, statements, letters, and any other documents that include the confidential information.

Change masking options

To hide or reveal the SSN, PTIN, EIN, bank information, or dates of birth on a tax return, complete the following steps.
  1. Select
    Setup
    ,
    Office Configuration
    , and select the
    Print Options
     tab.
  2. Mark or clear the
    Field masking applies to
    checkboxes for the following items. These options are marked by default.
    • SSNs/PTINs
    • EINs
    • Bank Numbers
    • Dates of birth
  3. Select
    Done
     to close the
    Office Configuration
     window.

Print returns with masked fields

To print the client or preparer copy of a tax return with the selected field data hidden, complete the following steps.
  1. Select
    File
    , then
    Print Returns
    .
  2. Mark the
    Client copy
     and/or
    Preparer copy
    checkbox and verify that
    Client copy with field masking
     or
    Preparer copy with field masking
     are selected in the adjacent dropdowns.
  3. Use the checkboxes given to select the print destinations for the selected clients and items.
  4. Select
    Print
    .
When masked, the following fields will only display the last 4 numbers:
  • SSNs (###-##-1234)
  • EINs (##-###1234)
  • Bank Numbers (######1234)
  • Dates of birth (**/**/2000)

This article applies to:

  • Product: UltraTax CS
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