Cannot override entries in UltimateTax Online

By default, the three roles listed below are not allowed to use the override feature:

 

Interviewer

Return Preparer

Reviewer

 

Log in as the Admin user (or any user assigned the administrator role) and select the roles you want to allow the ability to override entries. These changes affect all users assigned to the specific roles you allow using the override feature.

 

This information applies to all UltimateTax Online software.