Understanding the Administrator Functions

Modified on Thu, 19 Sep at 11:23 PM

The Admin or Administrator account in the TaxWise software is the most powerful account for any office, here are all the roles/functionality that it can do:

  • Create user names and assign user roles.

  • Enable override function for user roles.

  • Create return templates (Tax Form Defaults) for all user names in the system.

  • Lock fields and entries in Return Templates.

  • Open, edit, print, and if applicable, create and submit e-Files for returns under any user name.

  • Delete or move tax returns under any user name.

  • Assign or restrict user privileges.

  • Set general settings.

  • Create federal and state print sets.

  • Force preparer(s) to use interview before tax forms.

  • Clear sent e-File status.

  • Carryforward return templates.

  • Reset passwords and accounts for any user.

  • Change email on any user's account.

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