Permissions are a feature of multi-user networking available in TaxAct Enterprise Editions. The first preparer you add to your practice will be the Practice Administrator by default (this cannot be removed). Anyone with the Practice Administrator permission will be able to:

• Invite other preparers to join the practice
• Modify other preparer’s permissions,
• Deactivate (or reactivate) preparers.

Your invited Preparers will have access to the following areas of Practice Manager (listed by tile name) in their TaxAct Account:

• Orders & Downloads
• Professional Reports
• Practice Administration (EFIN Verification only)
• Client Xchange (if purchased by the Practice)
• Resources
• My Info
• My Preferences

Your invited preparers will not have access to the Preparer Invitation tile in Practice Manager. See Professional Editions – Preparer Invitation Process for steps on inviting a preparer. The Practice Administrator permission can be given to other preparers in the practice by checking the box for “User is Practice Administrator” on the permissions tab in their preparer information.

Editing Permissions

During the initial setup for each preparer, you have the opportunity to assign permissions. Permissions can also be modified any time in Master Information:

1. From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, then hover your mouse over Master Information, then click Preparers.
2. In the window that appears, click the Pencil Icon next to the Preparer Name you want to edit, then click Permissions.
3. When you are done, click Save and Close.

Permission Settings

Practice and Preparer Information

• Edit Practice Information – Allows user to update the Master Information for the practice
• Edit Preparer Information – Allows user to update the Preparer Information for any preparers within the practice
• Edit Client Status Options – Allows user to edit existing status, add new status, or delete status for Client Return Status and Client Pay Status
• Change General Filing Settings – Allows user to change Filing and Printing options from the General Master Information tab
• Change Miscellaneous Settings – Allows user to change Miscellaneous options from the General Master Information tab
• Change Calculation Settings – Allows user to change Calculation options from the General Master Information tab
• Edit Master Forms – Allows user to change Master Forms information, including Charge by Form, Billing Invoice, Instruction Letter, and Schedule K-1 Letter (in application product versions)

Client and Return Information

• Create New Returns – User can create new client returns
• Open Returns – User can open client returns they are authorized to view
• Remove Returns – User can delete client returns that they are authorized to view
• Import Returns – User can import client returns from PDFs or prior year TaxAct data
• Export Client Information – User can export client information in a customized or comprehensive comma separated (.csv) or tab delimited (.txt) file
• Print Returns – User can print client returns, organizers, consent forms, labels, and Reports
• E-file/Online Backup Returns – User can e-file client returns or back up returns online (Enterprise Local storage users only)

Related Links

• Professional Editions – Preparer Invitation Process