User Roles in Taxwise

Modified on Thu, 19 Sep at 11:21 PM

Below are the functions of each user type available when assigning permissions to a created user:

SuperUser	Dashboard Tax Returns Return Query Create New Return Print Returns View More Actions > Move Returns View More Actions > Delete Returns View More Actions > Restore Returns e-Filing Submit e-files Print Reject Details View Acknowledgements Reports Settings General Setting s> User Settings
ReturnPreparer	Dashboard Tax Returns Return Query Create New Return Settings General Settings > User Settings
TemplateManager	Dashboard Settings General Settings > User Settings Return Templates
EfileManager	Dashboard e-Filing Submit e-files Settings General Settings > User Settings
Interviewer	Dashboard Tax Returns Return Query Create New Return ( in Interview mode only ) Settings General Settings > User Settings
Reviewer	Dashboard Tax Returns Return Query Create New Return View More Actions > Move Returns e-Filing Print Reject Details View Acknowledgements Settings General Settings > User Settings