User Functions in Online

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 Settings> 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.