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Level 2
January 17, 2021
Solved

Hiding or Masking SSN on Lacerte Organizers

  • January 17, 2021
  • 1 reply
  • 12 views

Trying to figure out how to find setting to hide SSN on tax organizers being sent out?  Any help is always appreciated....or do I just use a Sharpie! 

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Best answer by abctax55

Organizer > Print paper organizer > Print (lower right side) opens to a window where you can pick the Organizer Print Options including "Hide Social Security Numbers".

I'm ass-um-ing you are doing paper organizers since you suggest a Sharpie as an alternative 🤣

This'll work on PDF's of organizers too; I don't have a clue 'bout e-organizers tho.

1 reply

abctax55
abctax55Answer
Level 15
January 17, 2021

Organizer > Print paper organizer > Print (lower right side) opens to a window where you can pick the Organizer Print Options including "Hide Social Security Numbers".

I'm ass-um-ing you are doing paper organizers since you suggest a Sharpie as an alternative 🤣

This'll work on PDF's of organizers too; I don't have a clue 'bout e-organizers tho.

HumanKind... Be Both
gobaerAuthor
Level 2
January 17, 2021

That's awesome!  Can't thank you enough! - I knew it would be too easy! (Just kidding)....but will live another day and put off retirement for now!  
Thanks again & Good Luck on your murderous tax filing season - I will find other uses for the Sharpie!

abctax55
Level 15
January 17, 2021

YVW... give me a solve (since the last time I checked I was stuck on 666 😞

I use MY Sharpie on the T.V. screen or monitor when I don't like what the news is saying.   It's getting really expensive to keep replacing them (I don't mean the Sharpies).

HumanKind... Be Both