Skip to main content
Level 2
May 14, 2024
New

Hide Tax Preparer PTIN on client copy of returns

Related products:Lacerte
  • May 14, 2024
  • 0 replies
  • 3 views

I just reviewed a return from another tax preparer who utilizes Drake Software.

The client copy had the Tax Preparer's PTIN information XXXXX out.

This is a GREAT information security option as tax preparers are regularly having their identity compromised by "bad actors".

Thank you in advance for following up on this idea which would be SO appreciated by tax preparers who utilize Lacerte software.

 

Jennifer