John A Posted February 4, 2011 Report Share Posted February 4, 2011 Anyone know how (or if it's possible) to mask client SSNs on client copies of printed (or pdf) returns? I can't seem to find any way to do it... And another one I just hit up against: Anyone know how to print/save the client copy without the watermark? I have nothing entered in the Watermark boxes (there seem to be more than one, including one in the Distribution Sets dialog box), but every time I print the "Client Copy" watermark shows up on every page. Quote Link to comment Share on other sites More sharing options...
GeorgeM Posted February 4, 2011 Report Share Posted February 4, 2011 Anyone know how (or if it's possible) to mask client SSNs on client copies of printed (or pdf) returns? I can't seem to find any way to do it... And another one I just hit up against: Anyone know how to print/save the client copy without the watermark? I have nothing entered in the Watermark boxes (there seem to be more than one, including one in the Distribution Sets dialog box), but every time I print the "Client Copy" watermark shows up on every page. If you have a PDF editor program, such as Adobe, Paperport or any other one, you can put a text box over the SS# to cover it. I don't like the print sets and to print I use the preview button and print it to the printer or PDF by selecting the forms I want to print. Quote Link to comment Share on other sites More sharing options...
RGFan Posted February 6, 2011 Report Share Posted February 6, 2011 Hi to you both. I am checking to see what options there may be on this, as I am not familiar with it myself. I will get with the right folks who programmed it and will let you know what I find out. Take care, Ryan Quote Link to comment Share on other sites More sharing options...
John A Posted February 6, 2011 Author Report Share Posted February 6, 2011 Thanks, Ryan. I actually spoke with someone at RedGear about this on the phone, and he was unable to find a way to do it. (He said the option had been discussed in development meetings, but wasn't acted on.) I know there's the option to mask SSNs on the Client Organizer; for future reference, let me put in my vote to have this capability (mask all SSNs) on the tax return itself. As for the watermark - he said it was a "known issue", and was being looked into. For now, I'll go with George M's advice. Thanks for taking the time to post here. Related question: Does anyone know what the "Do Not Mask SSN/EIN" option does? Under Settings>Control>Switches. Quote Link to comment Share on other sites More sharing options...
RGFan Posted February 7, 2011 Report Share Posted February 7, 2011 Hi John, It is accurate that we do not mask the SSN's on the printed returns as of right now; I have made a note of it to see what can be done in the future. The watermark issue should be resolved and I believe was released on Thursday or Friday, so take a look at that and let me know what you see. Regarding the settings option for masking SSN/EIN's, that is just to mask them on the interface that you are looking at; in case you have employees that work for you and don't want them to see that. Thanks, Ryan Quote Link to comment Share on other sites More sharing options...
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