Masking of Business Transcripts and the Customer File Number (CFN)

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IVES Program e-News and Updates October 29, 2020 

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Inside This Issue


  1.  Masking of Business Transcripts and the Customer File Number (CFN)

We are taking additional steps to better protect taxpayer data by implementing a new transcript format for businesses on December 13, 2020. Similar to our individual transcripts, the new transcript for businesses will partially mask the personally identifiable information of everyone listed on the tax return. All financial entries will remain fully visible to assist with tax preparation, tax representation and income verification.  

In order to assist you with associating the requested information with the correct taxpayer there will be a line (Line 5b) on the transcript request Form where a “Customer File Number”(CFN) can be placed.  This is an optional 10-digit number that you provide to us to be placed on your delivered transcripts for tracking purposes.

 

As of December 13, 2020, the new transcript for businesses will display the following information:

 

Transcript Field

Current Display

Masked Display

Identification Number: SSN,

ITIN, EIN, FIN, etc.

111-11-1234

111-11-3456

11-1114567

XXX-XX-1234

XXX-XX-3456

XX-XXX4567

Personally identifiable numbers, such as Preparer’s Tax Identification Number (PTIN), IP address, software ID, telephone numbers

111-11-3456

01-2345678

123-456-7890

 

XXX-XX-3456

XX-XXX5678

XXX-XXX-7890

     

Names of all business entities or other persons and Sort Name Line

MARTIN UNIVERSITY

PB INCORPORATED

 

GLO

JPS

OK

 

ROBIN PUTNAM

 

WAYNE TAN

 

JACKSON LO

 

 

MART UNIV

P INCO

 

GL

JP

O

 

ROBI PUTN

 

WAYN TA

 

JACK L

 

 

Address of business or entity

1111 GRANT RD

DENVER, CO 80202

1111 G

Address of all other persons or entities

2161 DRURY ST

TAMPA, FL 33602

2161 D

Account numbers

0020150101010

XXXXXXXXX1010

 

These changes are vital steps in our ongoing efforts to protect taxpayers from identity theft and to maintain progress against these stolen identity refund fraud crimes. Please let us know if we can provide additional information.

 

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