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.
note
These options apply to all clients and preparers assigned to the current office profile.
- SelectSetup,Office Configuration, and select thePrint Optionstab.
- Mark or clear theField masking applies tocheckboxes for the following items. These options are marked by default.
- SSNs/PTINs
- EINs
- Bank Numbers
- Dates of birth
- SelectDoneto close theOffice Configurationwindow.
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.
- SelectFile, thenPrint Returns.
- Mark theClient copyand/orPreparer copycheckbox and verify thatClient copy with field maskingorPreparer copy with field maskingare selected in the adjacent dropdowns.noteYou can simultaneously print any combination of preparer and client copies with masked or unmasked fields, such as both copies with masking, 1 copy with masking and 1 without, and so on.
- Use the checkboxes given to select the print destinations for the selected clients and items.
- SelectPrint.
When masked, the following fields will only display the last 4 numbers:
- SSNs (###-##-1234)
- EINs (##-###1234)
- Bank Numbers (######1234)
- Dates of birth (**/**/2000)
