How to hide locked tax returns created by other users in the program
SUMMARY
By enabling Return Owner Locking in the program, tax returns created by other users can be hidden in the tax return list. Users other than the creator will not see or be able to open the locked tax returns. Three access level permissions must be removed from the access level used for the users to prevent them from seeing the tax returns.
DETAILS
Please refer to How to change the default permissions for an Access Level in the program for instructions on how to modify Access Level permissions.
For all Access Levels for which Return Owner Locking is to be applied, remove the following permissions - (SHOW ME):
- Open Locked Returns
- Lock/UnLock OTHER's Return
- Change Tax Return Owner
Login accounts using this access level will no longer see locked returns created by other users.
Tax returns can be locked in one of two ways:
- Tax returns can be manually locked or unlocked by checking or unchecking the field next to Owner on the Client Data screen - C.