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Level 4
October 28, 2025
Solved

PDF of tax return

  • October 28, 2025
  • 2 replies
  • 10 views

I am sure we all get requests from clients asking to send them a copy of their return.  Is there any way to Create PDF file without SSN numbers showing on form 8879.  I mask the data but that SSN shows in full.  I do not like sending emails out with SSN's showing.  Any way to hide that one SSN?  Or better yet, how do you handle that situation.

Best answer by Norman2001

I email a password protected  copy or upload a copy to the Inuit portal. For a password protected copy, click the "Print" icon, then "Printer, PDF and DMS setup", then  under PDF "Password protect....."

2 replies

Level 6
October 29, 2025

I email a password protected  copy or upload a copy to the Inuit portal. For a password protected copy, click the "Print" icon, then "Printer, PDF and DMS setup", then  under PDF "Password protect....."

Level 4
October 29, 2025

Thank you for the correct procedure.  For some reason I thought that the protected pdf would generate an email with the instructions on how to enter the password.

dd4vols
Intuit Community Champion
October 29, 2025

It does. and that's a pretty long password.

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BobKamman
Level 15
October 29, 2025

Can't you just unselect the 8879 as a form to be pdf'd ?