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Tax history back-end files
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This article applies to:

  • Product: ONESOURCE Trust Tax

Granting User Rights

User rights are granted to Trust Tax users only after the user is added to the User Administration module of the ONESOURCE platform. See Setting Up Users and Setting Security Options if you need to add a user.
To grant the user rights for preparing, reviewing and sending tax history back-end files:
  1. Select
    SETUP
    ,
    Users
     then
    Trust Tax Users
    .
  2. Select the
    User ID
     link for the Trust Tax user you want to grant user rights to.
  3. In the
    Rights
     grid, review the check box for the
    Can request tax history be sent to TAV
     user right to ensure it is selected. If the check box is not selected, be sure to select it. Otherwise, the user right is not granted to the user.
  4. Select
    Save
    .