Group Rights

Any administrator that is created should be given the maximum rights available so that any new groups or users created by that administrator may be granted appropriate rights. Restricting rights of an administrator will prevent them from granting the rights to any group or user that they create or edit. Each right that can be granted through a group is described below.

Add Returns Having rights to add returns allows users to create new returns by selecting Returns > Create Return, or by using the Save As option located on the Returns menu after displaying a list of returns. The Import option found on the Returns Processing menu also requires users to have the Add Returns right if the import file does not specify an existing locator number for a tax return.

Assign Returns The Assign Returns right allows users to make various assignments to returns.

Delete Returns Users having the right to deactivate returns may do so by selecting Returns > View Return Information and clicking the Deactivate Return button. Users that do not have the deactivate right will not be able to re-roll a tax return since the rollover process will not overwrite existing data unless the user has the Rollover without Delete Rights right described below. Users who have the right to deactivate returns will be prompted to Bypass or Overwrite tax return data during the rollover process.

Set Passwords Users having the right to set passwords may set passwords for tax returns or change those passwords on returns where they already know the existing passwords. Administrators having the Set Password right do not have to know the existing return password to change it.

Rollover Without Delete Rights Users who should not be allowed to delete returns but who should be able to re-roll returns will need the Rollover Without Delete Rights right. Users who have either the Deactivate Return right or the Rollover Without Delete Rights right will be prompted to Bypass or Overwrite tax return data during the rollover process.

Bypass Return Passwords For Batch Print Users who are members of a Group with this right can download returns created through the batch print process without having to enter the locator password.

Mask Certain Personal Identifiable Information In order to protect taxpayer privacy, certain personal information such as SSNs will be masked on tax returns assigned to Groups with this option checked.

RS Resources/exp_groups_users_4.htm/TY2021

Last Modified: 03/19/2020

Last System Build: 09/25/2022