Product permissions
Administration
Allow deletion of system rows / columns
: Lets users delete any rows or columns available and protected by default from template.Allow overriding system formulae
: Lets users update the system formula defined in the template.Calculation Statuses
: Lets users create or manage various states that a calculation can be set to.Change Tax Year
: Lets users change the tax year of a calculation via .Client Template
: Lets users create client templates.Copy Dataset to client
: Lets users copy the entire dataset from one client to another.Dataset purpose
: Lets users view and manage dataset purposes.Exceptions
: Provides users access to additional details on errors they encounter which they can report while contacting Support.Export Calculation File
: Lets users export a calculation in its current state to share with others and Support.Force Close
: Lets users close any open calculations from the screen.Force Refresh
: Lets users trigger a refresh on calculations. This is generally used to reflect any entity structure level changes in the calculations or when there are data flow related issues. Users are advised to contact Support if they are unsure if or when they can use this feature.Force Upgrade
: Lets users retrigger the upgrade routine on calculations to just reinitiate the process. This is generally used in case of upgrade failures with advice from Support.Import Calculation File
: Lets users import a calculation file that has been shared to restore its state.Rename Calculation
: Lets users rename a calculation via .Settings
: Lets users to control the application behaviour by toggling various switches that are available under .Tax Authority Credentials
: Lets users access and manage the tax authority credentials ().Templates
: Provides users access to a read only list of standard and custom templates that are available in the application. Note: This is not same as licensed templates list, only licensed templates can be used.View open calculations
: Lets users view all currently open calculations () along with the information who those are open with.Calculations
Allow overriding import/brought forward values
: Lets users override the imported/brought forward values and allows them to switch between the original and imported/brought forward values.Allow overriding of cell layers
: Allows users to unprotect cells to add or update Source, Validation formula and XBRL information from side panel.Attachments
: Lets users add a file or link to the file as an attachment and provides access to the list of attachments added to the calculations.Change from a non-editable status
: Lets users change the calculation from a read only state to the editable state.Change from an editable status
: Lets users change the calculation from an editable state to the read only state.Delete Calculation
: Lets users delete the entire dataset or delete individual calculations in the dataset.Enable workbook autosave
: This triggers auto save on the calculations modified by this user if the feature is turned ON at the database account level.Insert line item
: Lets users add the already configured line items to client templates or calculations as needed.Notes
: Allows users to add cell/sheet level notes, edit or delete those they have added.Prints
: Provides access to the print functionality which allows users to initiate prints, and view/download the prints.Queries
: Lets users add cell/sheet level queries, edit or delete them they have added, allows responding to queries added by others and also allows users to delete the responses they have added.Save as Latest
: Lets users save a historic version of a calculation as latest version.Template Upgrade
: Lets users upgrade calculations to the latest template version available.Upgrade To
: Lets users upgrade calculations to a specific version of the template available.View options in the Navigator
: Lets users control the way the sheets are displayed and searched in the side navigator.Configuration
Add Entity
: Lets users add new entities.Chart of Accounts
: Lets users view and manage chart of accounts.Line Items
: Lets users view and manage line items.E-Filing
E-Filer Wizard - File (Queues in Efiler)
: Lets users queue submission packages to E-Filing Manager, facilitating a two-step process for downloading and obtaining client approval prior to submission.E-Filer Wizard - Save to XML
: Lets users save the return data to an XML file for e-filing.E-Filer Wizard - Validate
: Lets users validate their returns.E-Filer Wizard-File
: Lets users e-file submission packages directly to tax authorities (where available).Exports
: Lets users view the status of various e-filing actions performed on all the calculations and lets them download the e-filing packages.Enhanced Access
Manage Attachments
: Provides users access to a list of attachments added across the calculations and allows them to delete those.Manage Notes
: Lets users add cell or sheet level notes and allows them to edit or delete the notes added by them and the other users.Manage Queries
: Lets users add cell/sheet level queries and responses and allows them to edit/delete/close the queries and responses added by them and the other users.Permanent Delete Datasets
: Lets users delete the datasets permanently.Print Styles
: Lets users add/manage print styles.Reset to template cell
: Lets users reinstate cells as defined in the template.View Deleted Datasets
: Provides users access to Deleted dataset(s) view and lets them restore the datasets.Mapping & Imports
Journals
: Lets the users access the journals created through import jobs, add manual journals and delete them to clear the data from calculations.Manage Imports
: Lets users add, edit, re-run and delete import jobs.Manage Mappings
: Lets users add, edit, delete, copy and apply the mappings.Trial Balance
: Lets users access the trial balance data for a given dataset/entity.View import specifications
: Lets users view all the import specifications available.View Imports
: Lets users view all the available import jobs, their status and any errors in case of failed import jobs. Additionally, lets users download the input data specific to each import job.View Mappings
: Lets users view all the mappings available.Reports
Add/Edit/Copy/Delete-Batch
: Lets users configure and run standard reports individually and in bulk.Administration reports
: Gives users access to the reports associated with Administration module.Calculation reports
: Gives users access to the reports associated with Calculations module.Imports related reports
: Gives users access to the reports associated with Imports module.Reports
: The list of permissions which grant users access to Reports capability.