kcjenkins Posted January 4, 2014 Report Share Posted January 4, 2014 Which is how they should do it. Giving a copy to the client is never a problem. But those days when a client called up and asked, and we then faxed a copy to the bank, are behind us. Cir 230 now makes that an impossible option. 1 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted January 4, 2014 Report Share Posted January 4, 2014 Taxed: check to see if your software printing has a checkbox or other setting to mask the SSN when sending to a printer or .pdf file. It's really fast. I print all client copies with SSNs masked to have fewer copies out there with SSNs. Quote Link to comment Share on other sites More sharing options...
Crank Posted January 4, 2014 Report Share Posted January 4, 2014 http://en.wikipedia.org/wiki/Email_privacy Wikipedia talks about what you can expect for e-mail privacy. When I send the pdf of a return I encrypt it and send the password separately either as a txt message or voice mail. Ditto Quote Link to comment Share on other sites More sharing options...
Guest Taxed Posted January 4, 2014 Report Share Posted January 4, 2014 Taxed: check to see if your software printing has a checkbox or other setting to mask the SSN when sending to a printer or .pdf file. It's really fast. I print all client copies with SSNs masked to have fewer copies out there with SSNs. What I do is print the pdf of the return as soon as I get the e-file ack. and archive it to the Document Manager. That way I am not firing up the tax prep software each time they want a copy of the return. I have to double check but I don't think Drake has that option to mask the ss#. Jklcpa, JohnH do you guys know if Drake allows ss# masking? Edit: Checked the software. Can't mask SS# on the return pdf. Quote Link to comment Share on other sites More sharing options...
michaelmars Posted January 6, 2014 Report Share Posted January 6, 2014 Taxed, on 03 Jan 2014 - 12:21 PM, said: http://en.wikipedia....i/Email_privacy Wikipedia talks about what you can expect for e-mail privacy. When I send the pdf of a return I encrypt it and send the password separately either as a txt message or voice mail. I would not have expected anything else from you. You bought into the paranoid baseless irrational fear. Still waiting for the example of an e-mail being "intercepted." I agree with the above procedure, Even if it is useless and irrational, if something leaks out I would rather show that I took recommended steps to control the data than didn't. Sort of like a doctor that runs extra tests "just in case" It plays better with the attorneys and satisfies the insurance company. We do a lot of things that don't make sense "just because". We aren't allowed to send out an email with SS#'s unless encrypted in NY and would you rather spend 30 seconds encrypting an email or fighting with banks, the state etc. 1 Quote Link to comment Share on other sites More sharing options...
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