1. Support
  2. TaxSlayer Pro Desktop
  3. Configuration

Desktop: Setting Up Preparer Security Roles

In TaxSlayer Pro, a security role is a predefined set of permissions allowing access to different menus and features in the program.

Everyone who logs into TaxSlayer Pro is assigned a security role. Not everyone who logs in necessarily prepares tax returns. For example, a large office might have an individual whose primary role is to review and approve returns. Or, an office might have someone whose sole duty is to start returns, entering in the return the personal information and dependents.

Predefined Security Roles

TaxSlayer Pro comes with three predefined roles:

  • Unlimited - Can access any menu within the program.
  • Super User - Can access any menu within the program except for Firm/ERO/Preparer Setup.
  • Return Preparer - Cannot access Firm/ERO/Preparer Setup, E-File, Configuration, Utilities, Reports, or Updates, and can only work on their own tax returns.

The settings for these three predefined roles cannot be changed, however any particular setting in a role can be changed on a preparer-by-preparer basis.

Creating Your Own Security Roles

You can create additional security roles, customizing each to deny or allow access to the various menus as desired. To create a security role, from the Quick Menu of TaxSlayer Pro select:

  • Configuration
  • Firm / ERO / Preparer Setup
  • Role(s) Menu - Click New and enter a name for the role.
  • By default, access to all menus is set to YES and Tax Returns Access is set to Unlimited. (This is the equivalent of the Unlimited role.) To deny access to a particular menu or feature, select the line and select "Preparer does not have Access". To deny access to all returns, select Tax Returns Access and select "Access Limited to Preparer Only".
  • When finished modifying the access restrictions, select Exit Menu.

Changing a preparer's security role

The ADMIN user and a user with an Unlimited role can change another user's security role. To change the security role for a user, from the Quick Menu of TaxSlayer Pro select:

  • Configuration
  • Firm / ERO / Preparer Setup
  • Preparer(s) Menu - Select the preparer you wish to edit.
  • Preparer Security
  • Role - Select the desired security role.