Can I mask the SSN, EFIN, PTIN on forms? Are there any limitations to printing or issues that I may encounter when this option is selected?
Yes, you can enable the option Mask SSN, EFIN, PTIN on Client and Preparer Sets in Setup > Options > Calculation & View/Print tab. This will mask the SSN, EFIN and PTIN when you select to print forms from the Client and Preparer sets. This option is applied when the form is printed using the Drake PDF Printer, or to a physical printer.
The option is available only in the Enhanced version of View mode; not in Basic view mode. When you print the Client or Preparer set from Enhanced View, the numbers will be replaced with “X”s.
Note: The SSN, EFIN, and PTIN will still appear in view mode. If you want to mask the SSN in view as well, see Related Links below.
The SSN will not print on the payment voucher or the estimated tax payment voucher in the Client and Preparer sets. If a voucher is sent to the IRS or a state tax agency without the taxpayer’s SSN, they will be unable to process the payment. To ensure that the correct version of the voucher is used, print vouchers and other scannable forms from the Federal and State Sets or from All Forms instead.
Beginning in Drake16, in order to prevent issues with state vouchers and other scanning enabled forms, an error message will be presented when attempting to print applicable forms from the Client or Preparer Sets. The error will detail which form(s) cannot be printed for that set. For example:
These pages will have to be printed from the Federal or State set, or from All Forms so that there will not be processing issues when received by the taxing agency.