Security Manager Available Actions

Permission to open and work in Security Manager. This action is typically reserved for individuals who perform administrator-type duties in the organization.

Permission to open and input information on tax preparers in the Preparer/ERO Manager.

Permission to view the Accounts Receivable Tab of the Return Manager, which shows the client's billing status. If the user is not granted access to Accounts Receivable, corresponding columns within Return Manager will also be restricted.

Permission to view the Tax Warehouse Tab, which is a summary of tax information from a client's return. If the user is not granted access to Tax Warehouse, corresponding columns within Return Manager will also be restricted.

Permission to use the Complete column in Return Manager to mark a return Complete. A return may be marked complete based on your organization's return completion requirements.

Permission to remove the X from the Complete column in Return Manager.

Permission to print whole return or pages of a return.

Permission to open and work in the Billing Manager.

Permission to open and work in the Client Communication Manager, which includes the Client Letter feature. See Standard Client Letters.

Permission to create an e-file from an open tax return.

Permission to transmit an e-file to the EFC.

Permission to receive acknowledgements from the EFC. See Managing Acknowledgements (ACKs).

Users who have permission to receive acknowledgements also have permission to sync with the EFC.