Turn on masking and password control for SSNs
important
When you turn on masking and password control for Social Security Numbers (SSNs), this turns off all data sharing functionality for clients whose SSNs are hidden. When you enter the password that you define in the following steps, it will reveal the client's SSN, but won't turn on data sharing.
- SelectSetup,Security, and enter or define the master password.
- On theSecuritytab, mark theRequire a password to display SSNscheckbox.
- On theModify Password to Display SSNswindow, enter and verify the new password.noteThe password can't be the same as the master password defined on theModify Master Passwordwindow.
- SelectOK.
- Share the password for revealing SSNs with preparers and staff who need it.
