Below are the functions of each user type available when assigning permissions to a created user:
SuperUser
- Dashboard
- Tax Returns
- Return Query
- Create New Return
- Print Returns
- View More Actions > Move Returns
- View More Actions > Delete Returns
- View More Actions > Restore Returns
- e-Filing
- Submit e-files
- Print Reject Details
- View Acknowledgements
- Reports
- Settings
- General Setting s> User Settings
ReturnPreparer
- Dashboard
- Tax Returns
- 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
- Return Query
- Create New Return ( in Interview mode only )
- Settings
- General Settings > User Settings
Reviewer
- Dashboard
- Tax Returns
- Return Query
- Create New Return
- View More Actions > Move Returns
- e-Filing
- Print Reject Details
- View Acknowledgements
- Settings
- General Settings > User Settings
Please keep these permissions in mind when assigning to particular users.
