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
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