Employee roles on Tax Professional accounts
Administrator
Administrators have access to Client Summary and may:
- add clients to your Tax Professional account,
- view a client's confidential tax information and conduct transactions on the client's behalf,
- update the transactions you are authorized to perform on behalf of a client,
- update the Users assigned to a client, and
- remove clients from your Tax Professional account.
Note: When expanding or updating your authorization in your account to perform transactions on behalf of a client, you must have the client's completed and signed E-ZRep Form TR-2000 on file. See E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization information, for more information.
Administrators have access to Employee Summary and may:
- add an employee to your Tax Professional account as an Administrator, Manager, or User;
- update an employee's role;
- reset an employee's password;
- update an employee's email address and phone number;
- update the clients assigned to a User;
- remove other employees from your account; and
- delete your Tax Professional account.
A Tax Professional account may have up to five Administrators.
Manager
Managers have access to Client Summary and may:
- add clients to your Tax Professional account,
- view a client's confidential tax information and conduct transactions on the client's behalf,
- update the transactions you are authorized to perform on behalf of a client,
- update the Users assigned to a client, and
- remove clients from your Tax Professional account.
Note: When expanding or updating your authorization in your account to perform transactions on behalf of a client, you must have the client's completed and signed E-ZRep Form TR-2000 on file. See E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization information, for more information.
Managers have access to Employee Summary and may:
- add an employee to your Tax Professional account as a Manager or User,
- update a Manager's or User's role,
- reset a Manager's or User's password,
- update a Manager's or User's email address and phone number,
- update the clients assigned to a User, and
- remove other Managers and Users from your account.
There is no limit to the number of Managers you can have on a Tax Professional account.
User
Users have:
- no access to other employees on your Tax Professional account, and
- limited access to Client Summary; a User must be assigned access to a client by an Administrator or Manager before the User can view confidential tax information and conduct transactions on the client's behalf. Users may be assigned access:
- to specific clients, or
- to all current and future clients on the account.
There is no limit to the number of Users you can have on a Tax Professional account.
