2017 TaxSlayer Pro Desktop

Setting up and Working With Security

Roles

Contents Setting up Security Roles ............................................................................................. 1

Predefined Security Roles ............................................................................................ 1 Creating Security Roles ................................................................................................ 2

Editing Security Roles .................................................................................................. 8 Assigning Security Roles to Preparers ....................................................................... 10

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Setting up Security Roles The 2017 TaxSlayer Pro Program includes a set of Predefined Security Roles. Roles will be used to set permissions for each preparer.

You can use the predefined security roles, create your own roles or edit permissions for each preparer individually.

Predefined Security Roles There are four predefined security roles:

• Administrator • Return Preparer • Super User • Unlimited

Administrator The default Administrator (ADMIN) Account Role will be used to manage permissions for preparers as well as manage preparer usernames and passwords. The ADMIN Account Role cannot be edited or assigned to any other preparer. The ADMIN Account username is ADMIN. This username cannot be changed.

The ADMIN account can access all areas of the program except the tax returns menu. The ADMIN account is not a preparer account and will not be used to create or edit tax returns.

Unlimited The Unlimited Role has unlimited access to all areas of the program.

Super User The Super User Role has access to all areas of the program except the Firm / ERO / Preparer Setup Menu.

Super User is the default security role for all preparers.

Return Preparer The Return Preparer Role has limited access to several parts of the program. A preparer assigned the role of Return Preparer will not have access to the following areas of the program:

E-File Main Menu Utilities Menu

Configuration Menu Updates Menu

A preparer assigned the role of Return Preparer will not have the ability to change the Return Preparer associated with a tax return.

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A preparer assigned the role of Return Preparer will not have the ability to remove clients.

A preparer assigned the role of Return Preparer will have limited access to tax returns. They will only have access to the returns that they prepare.

Creating Security Roles You can create as many new security templates as you need for your office. To create a new security role, use the following steps from the TaxSlayer Pro main window:

1. Click Configuration or type the corresponding number. TaxSlayer Pro displays the Configuration Main Menu:

2. Click Firm/ERO/Preparer Setup or type the corresponding number.

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TaxSlayer Pro displays the Company Setup Menu:

3. Click Role(s) Menu or type the corresponding number.

TaxSlayer Pro displays the Security Roles dialog box with the predefined default roles:

4. To add a new role, click New.

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TaxSlayer Pro displays the Role Name dialog box:

5. Type the name of the role you want to create.

6. Press Enter. TaxSlayer Pro displays the Preparer Security Menu:

7. Select a permission from the menu or type the corresponding number to change

that permission for this security template role.

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When you select an option, TaxSlayer Pro displays a dialog box similar to the following:

8. Click the correct number to adjust the access for the preparer. 9. Click Ok when finished. 10. If you want to change the options the user can access on the TaxSlayer Pro

main window, click Main Menu Options or type the corresponding number.

TaxSlayer Pro displays the Main Menu Options menu:

11. Click the options you want to toggle to NO so that preparers in this role cannot

access the option on the TaxSlayer Pro main window.

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TaxSlayer Pro Tip: When a preparer clicks an option to which they do not have access, TaxSlayer Pro displays the following dialog box:

If a preparer does not have access to an area of the program, only the ADMIN Account owneror a preparer with an Unlimited security role can change the permissions for the preparer.

12. Click Exit or type the corresponding number.

13. You can determine whether the preparer will have access to all tax returns or only returns he or she created. To do so, click Tax Returns Access or type the corresponding number.

TaxSlayer Pro displays the following menu:

14. Select the correct option. 15. Click Ok. 16. When you finish setting up permissions for the security template, click Exit

Menu.

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TaxSlayer Pro displays the Security Roles menu with the new role added:

17. Click Exit when you finish adding roles.

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Editing Security Roles Predefined default security roles cannot be edited. To edit a security role that you created, from the TaxSlayer Pro Main Menu:

1. Click Configuration or type the corresponding number.

TaxSlayer Pro displays the Configuration Main Menu:

2. Click Firm/ERO/Preparer Setup or type the corresponding number.

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TaxSlayer Pro displays the Company Setup Menu:

3. Click Role(s) Menu or type the corresponding number.

TaxSlayer Pro displays the Security Roles box:

4. Click the name of the role you want to change. You can only edit roles created by

you. Default roles cannot be edited. 5. Click Edit.

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TaxSlayer Pro displays the Preparer Security Menu:

6. Use the same steps you used to set up security roles to change items. 7. When you finish changing permissions, click Exit Menu.

Assigning Security Roles to Preparers The default security role assigned to all preparers when they are added in the Preparer Menu is Super User. The Super User Role has access to all areas of the program except for the Firm/ERO/Preparer Setup Menu.

To change the security role for a preparer from the TaxSlayer Pro Main Menu:

1. Click Configuration or type the corresponding number.

TaxSlayer Pro displays the Configuration Main Menu:

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2. Click Firm/ERO/Preparer Setup or type the corresponding number.

TaxSlayer Pro displays the Company Setup Menu:

3. Click Preparer(s) Menu or type the corresponding number.

TaxSlayer Pro displays the Enter/Edit Preparers Menu:

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Select a preparer from the list and click Edit.

TaxSlayer Pro displays the Preparer Edit Menu:

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Click Preparer Security or type the corresponding number.

TaxSlayer Pro displays the Preparer Security Menu:

Click Role or type the corresponding number.

TaxSlayer Pro displays the Security Roles Menu:

Select the security role you wish to assign to this preparer or type the corresponding number.

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TaxSlayer Pro displays the Preparer Security Menu with the updated role:

Click Exit Menu or type the corresponding number.

TaxSlayer Pro Tip: If a preparer does not have access to an area of the program, only the ADMIN Account owner or a preparer with an Unlimited security role can change the permissions for the preparer.