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?

Form 2848 - Power of Attorney

How do I print to a PDF?

Contact