This article explains the permissions that are available when creating a Role.
| Create New Tax Returns | Enabling this allows the user to create new tax returns. |
| Open and Edit Tax Returns | Enabling this allows the user to access existing tax returns. |
| Delete Tax Return Notes | Enabling this allows the user to remove notes from existing tax returns. |
| Set Tax Return Passwords | Enabling this allows the user to set a password for existing tax returns. |
| View Full Taxpayer SSNs | Enabling this allows the user to view the full SSN of the taxpayer, spouse, and their dependents. If this is not enabled, only the last four of their SSN will be displayed. |
| Print Tax Returns | Enabling this allows the user to print existing tax returns. |
| Transmit Tax Returns to the IRS | Enabling this allows the user to transmit existing tax returns to the IRS and state agencies. |
| Mark Returns Ready to Review | Enabling this allows the user to mark existing tax returns as "Ready for Review". |
| Review Other Preparers' Returns | Enabling this allows the user to review returns that are marked as "Ready for Review". |
| Bypass Marking for Review | Enabling this allows the user to mark existing tax returns as "Complete" without waiting for the return to be approved through the built-in review process. |
| Revert Returns Back to In Progress | Enabling this allows the user to set returns that are marked as "Complete" to "In Progress". |
| Mark Returns Complete | Enabling this allows the user to mark returns as "Complete". |
| Mark Returns Imperfect | This is not applicable to VITA. |
| Deactivate Returns | Enabling this allows the user to deactivate existing tax returns. |
| Access Client List (Current Year) | Enabling this allows the user to access the Client Search menu for the current tax year. |
| Access Client List (Previous Year) | Enabling this allows the user to access the Client Search menu for prior tax years. |
| View Client Status |
Enabling this allows the user to access the Client Status menu by...
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| View Refund Status on Client List | This is not applicable to VITA. |
| Limited Users can View Accepted Returns in Client List | A Limited User is a user that can only view their own returns. This can be configured by editing their account under Preparer Setup. Enabling this allows Limited Users to see accepted returns on the Client Search menu. |
| Access Accepted Returns in Client List | Enabling this allows the user to see accepted returns on the Client Search menu. |
| Access Office(s) | This is not applicable to VITA. |
| Clear Signatures | Enabling this allows the user to clear the signatures from returns that are "In Progress" or "Rejected". |
| Access Scanned Documents | Enabling this allows the user to access the Scanned Documents feature. |
| Delete Scanned Documents | Enabling this allows the user to delete documents that have been uploaded through the Scanned Documents feature. |
| Edit Reports List | Enabling this allows the user to access the Report Customization menu under the Configuration menu. The Report Customization menu allows the user to select the reports that should appear on the Reports menu. See Adding and Removing Reports for more information. |
| Edit Default Minimum Preparer Fee | Enabling this allows the user to edit the Default Minimum Preparer Fee on the Fees Setup menu under the Configuration menu. |
| Edit Default Maximum Preparer Fee | Enabling this allows the user to edit the Default Maximum Preparer Fee on the Fees Setup menu under the Configuration menu. |
| Override Electronic Filing Fee During E-File | Enabling this allows the user to override the Electronic Filing Fee on the Fees menu in the E-File section. |
| Override Minimum Preparer Fee During E-File | Enabling this allows the user to override the Minimum Preparer Fee on the Fees menu in the E-File section. |
| Override Maximum Preparer Fee During E-File | Enabling this allows the user to override the Maximum Preparer Fee on the Fees menu in the E-File section. |
| Override Calculated Preparer Fee During E-File | Enabling this allows the user to override the Preparer Fee on the Fees menu in the E-File section. |
| Assign Roles to Users | Enabling this allows the user to assign Roles to users. |
| Change the Preparer Assigned to a Tax Return | Enabling this allows the user to assign an existing tax return to another user. |
| Dismiss Message Center Notifications | Enabling this allows the user to dismiss notifications on the Main Menu. |
| Send Customer Portal Invites | Enabling this allows the user to send Customer Portal invitations to taxpayers. |
| View Client App Chat History | Enabling this allows the user to see chats sent through the Customer Portal. |
| Configuration Menu | Enabling this allows the user to access the Configuration menu from the Main Menu. The Configuration Menu contains options to configure the software. |
| Office Setup | Enabling this allows the user to access the Office Setup menu under the Configuration menu. The Office Setup menu contains options to configure certain aspects of the software. See Office Setup for more information. |
| ERO Setup | Enabling this allows the user to access the ERO Setup menu under the Configuration menu. The ERO Setup menu contains options to configure the EROs. |
| Preparer Setup | Enabling this allows the user to access the Preparer Setup menu under the Configuration menu. The Preparer Setup menu contains options to set up accounts for preparers. |
| Fees Setup | Enabling this allows the user to access the Fees Setup menu under the Configuration menu. The Fees Setup menu enables users to set fees for the purposes of tracking the taxpayer's cost savings. |
| Custom Fees and Discounts | This is not applicable to VITA and cannot be accessed. |
| Roles & Permissions | Enabling this allows the user to access the Roles & Permissions menu under the Configuration menu. The Roles & Permissions menu contains options for creating, modifying, viewing, and assigning Roles. |
| Question Templates | Enabling this allows the user to access the Question Templates menu under the Configuration menu. The Question Templates menu contains options for creating, modifying, and viewing Custom Questions. |
| Taxpayer Profiles | Enabling this allows the user to access the Taxpayer Profiles menu under the Configuration menu. The Taxpayer Profiles menu contains options for creating, modifying, and viewing Taxpayer Profiles. |
| Consent Forms | Enabling this allows the user to access the Consent Forms menu under the Configuration menu. The Consent Forms menu contains options for creating, modifying, and viewing Custom Consent Forms. |
| Print Sets | Enabling this allows the user to access the Print Sets menu under the Configuration menu. The Print Set menu contains options for creating, modifying, and viewing Print Sets. |
| Tags | Enabling this allows the user to access the Tags menu under the Configuration menu. The Tags menu contains options for creating, modifying, and viewing Return Tags. |
| IP Whitelist | Enabling this allows the user to access the Office IP Whitelist menu under the Configuration menu. The Office IP Whitelist menu contains options for modifying the IP Whitelist. See Configuring the IP Whitelist for more information. |
| Custom Credits | Enabling this allows the user to access the Custom Credits menu under the Configuration menu. The Custom Credits menu contains options for creating, modifying, and viewing Custom Credits. |
| Reports | Enabling this allows the user to access the Reports menu from the Main Menu. The Reports menu enables users to access reports. |
Note: This is an article on using TaxSlayer's software. It is not intended as tax advice. For more details on this topic, see Additional Information below.
Additional Information
VITA/TCE Knowledgebase: Default Roles and Permissions Definitions