When you begin to create a custom security/Roles & Permissions template, all the checkboxes are checked by default. This article describes the effect of unchecking each check box on the security template.
Note: Unchecking a check box generally removes a preparer's ability to use certain software features. For example, unchecking Configuration on the security template list removes the Configuration menu line on that preparer's Main Menu.
Access Current Year Client List - If unchecked, the preparer will not be able to view the Client List for the current year.
Access Office - If unchecked, the preparer will not have access to the office.
Access Previous Year's Client List - If unchecked, the preparer will not see the Client List in prior year versions of the office.
Add and Configure Security Templates - If unchecked, the preparer will not be able to change or create Security Templates.
Add or Edit Custom Credits - If unchecked, the preparer will not be able to change or create custom credits.
Add or Edit Office IP Whitelist - If unchecked, the preparer will not have the Configuration menu option Office IP Whitelist.
Add or Edit Print Sets - If unchecked, the preparer will not be able to change or create any print sets.
Add or Edit Tags - If unchecked, the preparer will not be able to change or create custom tags in Configuration.
Add/Edit Fees in Office Configuration - If unchecked, the preparer will not have the Fees option available on their view of the Configuration menu.
Add/Edit Preparers - If unchecked, the preparer will not be able to change or create preparer accounts.
Allow Ability to Clear Signatures - If unchecked, the preparer will not be able to clear any signatures collected on a return.
Assign Preparer's Security Template - If unchecked, the preparer will not be able to assign any security templates in the office.
Cannot Change Return Status back to In Progress - If unchecked, the preparer will be able to change a return's status.
Change Consent Forms - If unchecked, the preparer will not be able to make any custom edits on consent forms for the office.
Change Questions and Available Answers - If unchecked, the preparer will not have the Custom Questions option available on their view of the Configuration menu.
Change Return Preparer - If unchecked, the preparer will not be able to edit preparer information on the E-file section of any return.
Change Tax Profiles - If unchecked, the preparer will not be able to alter any tax profiles set up for the office.
Configuration - If unchecked, the preparer will not have Configuration available on their view of the Main Menu.
Create Tax Returns - If unchecked, the preparer will not be able to originate any tax returns.
Customer Portal - If unchecked, the preparer will not be able to see or use the Customer Portal function in the program.
Deactivate Return - If unchecked, the preparer will not have the option to deactivate returns using the Tools dropdown menu on the Client List.
Delete Return Notes - If unchecked, the preparer will not be able to delete notes made on any return.
Delete Scanned Documents - If unchecked, the preparer will not be able to delete any scanned documents in the office.
Dismiss/Restore Main Menu Notifications - If unchecked, the preparer will see the Main Menu Notifications as read-only.
Display Imperfect Return - If unchecked, the preparer will not see the option to mark a return imperfect. Marking a return imperfect allows the return to be retransmitted without changing the taxpayer's information after an IRS information match reject.
Do Not Force Return Review - If unchecked, the program will force every return the preparer creates into review upon saving.
Edit and Customize Reporting Display - If unchecked, the preparer will not be able to alter Reports.
Edit Calculated Preparer Fee - If unchecked, the preparer will not be able to alter the prep fee in the E-file section of any return.
Edit E-file Fee - If unchecked, the preparer will not be able to edit any fees on the E-file section of the return.
Edit ERO Setup - If unchecked, the preparer will not have access to ERO Setup.
Edit Maximum Preparer Fee - If unchecked, the preparer will not be able to alter the maximum prep fee on the Fees setup menu.
Edit Minimum Preparer Fee - If unchecked, the preparer will not be able to alter the minimum prep fee on the Fees setup menu.
Edit Office Setup - If unchecked, the preparer will not see Office Setup on the Main Menu.
Email Return - If unchecked, the preparer will not see the option to email on the E-file section of the return.
Hide Accepted Returns from Limited Users - If unchecked, the preparer will see all accepted returns on the Client List.
Import Desktop Returns - If unchecked, the preparer will not see Import Desktop Returns on the Main Menu.
Import eAPI Returns - Applicable to a few offices only.
Mark Return Complete - If unchecked, the preparer will not be able to mark a return complete.
Mark Return for Review - If unchecked, the preparer will not be able to mark any return for review on the e-file page.
Mobile App Import - If unchecked, the preparer will not see the option to Import App Users on the Main Menu.
Override Return Maximum Preparer Fee - If unchecked, the preparer will not be able to override the max prep fee on the e-file section of any return.
Override Return Minimum Preparer Fee - If unchecked, the preparer will not be able to override the minimum fee on the e-file page.
Password Protect Return - If unchecked, the preparer will not be able to set up a password to restrict access to a return.
Print Checks - If unchecked, the preparer will not see Print Checks on the Main Menu.
Print Returns - If unchecked, the preparer will be unable to print returns from the Client List or the Print/Summary page of the return.
Review Returns and Mark Review Decision - If unchecked, the preparer will not see Review Returns option on the Main Menu.
Scanned Documents - If unchecked, the preparer will not have access to scanned documents in the Tools dropdown menu on the Client List.
Send Return to IRS - If unchecked, the preparer will not be able to transmit any return to the IRS.
View Client Status - If unchecked, the preparer will not see Client Status on the left-side menu on the Main Menu.
View Full SSN - If unchecked, the preparer will see Social Security Numbers masked except for the last four digits.
View Mobile App Chat History - If unchecked, the preparer will not be able to view any chats from the mobile app in the office.
View Refund Status - If unchecked, the preparer will not be able to see a return's refund status.
View Reports - If unchecked, the preparer will not see Reports on the Main Menu.
View TaxesToGo Client List - If unchecked, the preparer will not be able to see any Taxes To Go clients in the office.
View/Edit Existing Returns - If unchecked, the preparer will not be able to edit a return in the Client List.
Reminder: Office owners use security templates to keep preparers from accessing certain program features.
Those features will not show on the preparer's view of the program.
