About Group rights
When creating an administrator, it's crucial to grant them the maximum rights available. This ensures they can appropriately manage and assign rights to any new groups or users they create or edit. Limiting an administrator's rights can hinder their ability to grant necessary permissions. Below, we break down each right that can be assigned through a group.
Add returns
This right allows users to create new returns. They can do this by selecting
Admin
, then Access Control
, then the User Administration
tab or using the Save As
option from the Returns menu after displaying a list of returns. The Import
option in the Returns Processing menu also requires this right if the import file doesn’t specify an existing locator number for a tax return. Note that this right doesn’t restrict users from creating returns when using the Separate Returns Joint Data (SRJD) or Tax Equalization (TEQ) features in the tax application.Assign returns
With this right, users can assign various tasks to returns. After selecting
Admin
, then Edit
. Select Assign Returns
. Firms with GoTracker® will have this menu option available.Delete returns
Users with this right can deactivate returns. Without this right, you can’t re-roll a tax return since the rollover process won’t overwrite existing data unless they have the
Rollover without Delete Rights
right. Users with the deactivation right will be prompted to either Bypass
or Overwrite
tax return data during the rollover process.Set passwords
If you have this right you can set or change passwords for tax returns. Administrators with this right don’t need to know the existing return password to change it.
Rollover without delete rights
If you have this right you can't delete returns but you can re-roll them. If you have either the
Deactivate Return
right or the Rollover Without Delete Rights
right you will be prompted to Bypass
or Overwrite
tax return data during the rollover process.Bypass return passwords for batch print
If you have this right you can download returns created through the batch print process without entering the locator password.
Mask certain personal identifiable information
To protect taxpayer privacy, certain personal information like Social Security Numbers (SSNs) will be masked on tax returns assigned to groups with this option enabled.
