User Functions in Online

Below are the functions of each user type available when assigning permissions to a created user:

Admin (this is the root administrator)

• Dashboard
• Tax Returns
  
  • Check Return Status (Return Query)
  • Print Checks
  • Import Interviews (This button will only be available when there are pending interviews to be imported.)
  • Create New Return
  • Print Returns
  • View More Actions > Move Returns
  • View More Actions > Delete Returns
  • View More Actions > Restore Returns
  • View More Actions > Import Returns
  • View More Actions > Resolve Import Duplicates
  • View More Actions > Export Returns
  • View More Actions > Export Returns Status
  • View More Actions > Export Return List
  • eSignature button (inside an open return)
• e-Filing
  
  • Submit e-Files
  • Print Reject Details
  • Clear Sent e-Files
  • View Acknowledgements
• Reports
• Settings
  
  • General Settings > User Settings
  • General Settings > Administrator Settings
  • Return Templates
  • Manage Users
  • Client Letter Templates
  • Security
  • Send Settings
  • Partner Verification

Administrator

• Dashboard
• Tax Returns
  
  • Check Return Status (Return Query)
  • Print Returns
  • Import Interviews (This button will only be available when there are pending interviews to be imported.)
  • View More Actions > Move Returns
  • View More Actions > Delete Returns
  • View More Actions > Restore Returns
  • View More Actions > Import Returns
  • View More Actions > Resolve Import Duplicates
  • View More Actions > Export Return List
• e-Filing
  
  • Submit e-Files
  • Print Reject Details
  • Clear Sent e-Files
  • View Acknowledgements
• Reports
• Settings
  
  • General Settings > User Settings
  • General Settings > Administrator Settings
• Return Templates
• Manage Users
  
  • Client Letter Templates
  • Security
• Send Settings

SuperUser

• Dashboard
• Tax Returns
  
  • Check Return Status (Return Query)
  • Create New Returns
  • Print Returns
  • View More Actions > Move Returns
  • View More Actions > Delete Returns
  • View More Actions > Restore Returns
  • eSignature button (inside an open return)
• e-Filing
  
  • Submit e-Files
  • Print Reject Details
  • View Acknowledgements
• Reports
• Settings
  
  • General Settings > User Settings

ReturnPreparer

• Dashboard
• Tax Returns
  • Check Return Status (Return Query)
  • Create New Return
• Settings
  • General Settings > User Settings

TemplateManager

• Dashboard
• Settings
  • General Settings > User Settings
• Return Templates

EfileManager

• Dashboard
• e-Filing
  • Submit e-Files
• Settings
  • General Settings > User Settings

Interviewer

• Dashboard
• Tax Returns
  • Check Return Status (Return Query)
  • Create New Return (A user assigned the Interviewer role only has the option to "Go to Interview" when creating a new return.)
• e-Filing
  • View Acknowledgements
• Reports
• Settings
  • General Settings > User Settings

Reviewer

• Dashboard
• Tax Returns
  • Check Return Status
  • Create New Returns
  • View More Actions > Move Returns
• e-Filing
  • Print Reject Details
  • View Acknowledgements
• Settings
  • General Settings > User Settings

PasswordMaintenance

• A licensed user with only the PasswordMaintenance role can reset user passwords (other than the Admin user) and manage user details (name, email address, active/inactive user) but cannot edit role assignments.

ReturnPrinter

This role will have access to the following items along with the items available for the other user role assigned. For example, if you assign the ReturnPrinter role and the ReturnPreparer role, you will have the items listed below, plus the items listed above for ReturnPreparer.

• Tax Returns
  • Print Returns

ExportGrid

This role will have access to the following items along with the items available for the other user role assigned. For example, if you assign the ExportGrid role and ReturnPreparer role, you will have the items listed below, plus the items listed above for ReturnPreparer.

• Tax Returns
  • view More Actions > Export Return List

InterviewProcessor

This role will have access to the following items along with the items available for the other user role assigned. For example, if you assign the InterviewProcessor role and the SuperUser role, you will have the items listed below, plus the items listed above for SuperUser.

• Tax Returns
  • Import Interviews (This button will only be available when there are pending interviews to be imported.)

ReturnDeleter

This role will have access to the following items along with the items available for the other user role assigned. For example, if you assign the ReturnDeleter role and the ReturnPreparer, you will have the items listed below, plus the items listed above for ReturnPreparer.

• Tax Returns
  • View More Actions > Delete Returns
  • View More Actions > Restore Returns

eSignature

This role will have access to the following items along with the items available for the other user role assigned. For example, if you assign the eSignature role and the ReturnPreparer, you will have the items listed below, plus the items listed above for ReturnPreparer.

• Dashboard