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Remove SNN Field in the Trade Name Assignment

Remove SNN Field in the Trade Name Assignment

Aug 6th, 2022

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do I remove override from UltraTax?

To remove override data from a field and revert to the program-calculated data, click the field containing the override data, choose Edit Overrides, then select Delete Override.

What is legacy SSN?

Legacy SSNValid responses for SSNs issued by the SSA prior to June 25, 2011 and invalid responses for SSNs that do not pass SSA SSN formatting rules.

How do I mask my SSN on Ultratax?

Mask while printing to File Cabinet CS Choose File. Select Print Returns. Mark Preparer copy and File Cabinet CS. In the Preparer copy dropdown, choose Preparer copy with field masking. Click Print/To Cabinet. Note: The fields that are masked are selected in the section above labeled Field masking when printing.

What is the last 4 digits of SSN?

The first three digits are the area number. The next two digits are the group number. The final four digits are the serial number.

Can I mask my Social Security number?

A masked SSN is an alternative to using the complete SSN, IRS Individual Taxpayer Identification Number (ITIN), or IRS Adoption Taxpayer Identification Number (ATIN). The masked SSN displays only the last four digits of an individuals identifying number and is shown in the format -XX-1234 or ***-**-1234.

How do I password protect my tax return on UltraTax?

Use the following procedure to have UltraTax CS generate the PDF organizer password. Choose Setup Client Communications. Click the Password button in the Options group box. In the PDF / XLS Delivery Password Options dialog, mark the desired checkboxes you want to use to create the password.

How do I change my client ID number on UltraTax?

Follow the instructions below to rename a clients ID. In UltraTax CS, choose File Rename. In the Rename Client dialog, highlight the client whose ID you want to rename. Click Rename. In the Rename dialog (displayed below), enter the new client ID. Click OK. Click Close.

How are SSN numbers assigned?

Generally, numbers were assigned beginning in the northeast and moving westward. So people on the east coast have the lowest numbers and those on the west coast have the highest numbers. Note: One should not make too much of the geographical code.

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