Formatting a field for SSN or EIN

Eric Updated by Eric

On some forms there is an identification box where either the SSN or EIN must be entered and formatted correctly (e.g. ##-####### or ###-##-####). To have the program toggle between the two formats, ether:

  • Click in the box and hit the F key, or
  • On the menu bar, click on Options > Field Format then choose one of the options.

Here is an illustration of changing the field format:

Note that when a box is selected, specific help documentation will often appear in the yellow area at the bottom of the screen.

How did we do?

Field Details for Numeric Fields

Label Setup Options

Contact