Solved: 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...

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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