User roles

The Administrator (Admin) or a user with the Administrator role assigns user roles to each preparer based on which job functions they will perform and which parts of the program they need to access. Some forethought may be required to determine who will do what tasks and what resources they will need access to in order to accomplish them. There are twelve possible roles available for each user and they can be assigned individually or in any combination desired by the Administrator.

The Admin user must assign the LicensedUser role to all users in order for them to have access to TaxWise Online. The LicensedUser role can only be assigned to as many users as you have purchased (e.g., if you purchased 10 users, only 10 users can have that role and therefore have access to TWO).

To view a list detailing what items are available for each user role, click on the user role to expand the list.

If your TaxWise Online office has sub-offices, you can assign this role to users giving them access to the Login As feature. Users with this role will be able to log in to the sub-offices without having to log out of the Main Office's site of TaxWise Online.

A licensed user with only the PasswordMaintenance role can reset user passwords (other than the Admin user) and manage user details (name, email address, active/inactive user) but cannot edit role assignments.

 

The following user roles must be assigned in addition to one of the following user roles: SuperUser, ReturnPreparer, Interviewer, or Reviewer.

This role will have access to the following items along with the items available for the other user role assigned. For example, if you assign the CheckPrinter role and the SuperUser role, you will have the items listed below, plus the items listed above for SuperUser.

This role will have access to the following items along with the items available for the other user role assigned. For example, if you assign the ReturnPrinter role and the ReturnPreparer role, you will have the items listed below, plus the items listed above for ReturnPreparer.

This role will have access to the following items along with the items available for the other user role assigned. For example, if you assign the ExportGrid role and ReturnPreparer role, you will have the items listed below , plus the items listed above for ReturnPreparer.

This role will have access to the following items along with the items available for the other user role assigned. For example, if you assign the InterviewProcessor role and the SuperUser role, you will have the items listed below, plus the items listed above for SuperUser.

This role will have access to the following items along with the items available for the other user role assigned. For example, if you assign the ReturnDeleter role and the ReturnPreparer, you will have the items listed below, plus the items listed above for ReturnPreparer.

This role will have access to the following items along with the items available for the other user role assigned. For example, if you assign the eSignature role and the ReturnPreparer, you will have the items listed below, plus the items listed above for ReturnPreparer.