Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Screens

Modify Password to Display SSNs dialog

Use this dialog to establish a password in order to control which preparers may view client Social Security Numbers (SSNs). When this feature is enabled on the Setup > Security > Security tab, all preparers, reviewers, or staff members will be prompted to enter the established password when opening UltraTax CS. When the password is not entered upon opening, UltraTax CS will open in a restricted mode and will mask all SSNs to comply with IRS regulations related to disclosing tax information to preparers located outside of the United States.
Enabling this feature to mask Social Security numbers will automatically disable all data sharing functionality for clients whose SSNs are hidden. Entering the password will reveal the client's SSN, but will
not
 enable data sharing.
This dialog opens automatically when you mark the
Require a password to display SSNs
 checkbox on the Setup, Security, then Security tab.

Fields & buttons

Use this field to enter the new password you want to use for masking SSNs. When opening UltraTax CS, the Enter Password dialog will open automatically, prompting preparers and staff members to enter the password you specify before revealing Social Security numbers.
Use this field to verify the password you entered in the
New password
 field.

This article applies to:

  • Product: UltraTax CS
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close