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Administrative permissions for Tax Professional accounts

User "With Delegation" (broadest permission model)

Checking this option will give a User the broadest delegation authority, providing them:

  • access to the full existing client list on the Tax Professional account,
  • the ability to add new clients to the Tax Professional account, and
  • the ability to give this same access to other employees at the firm.

You can choose to give them access to your firm's tax information separately.

Action

 Yes 

 No 

 User "With Delegation"

Add Users with equal or lesser access to tax professional firm services

X

 

Add new clients

X

 

Assign Users with no administrative permissions to work clients

X

 

Assign administrative permissions to other Users 

X

 

Receive automatic access to full client list on the Tax Professional account

X

 

Require access to each client to be manually assigned to the User

 

X

User "Without Delegation"

Checking this option will give the User the same authority as a User "With Delegation," with one important restriction. The User will not be able to add other firm employees with the same level of access that they have.

Action

 Yes 

 No 

 User "Without Delegation"

Add Users with equal or lesser access to tax professional firm services

X

 

Add clients

X

 

Assign Users with no administrative permissions to work clients

X

 

Assign administrative permissions to other Users

 

X

Receive automatic access to full client list on the Tax Professional account

X

 

Require access to each client to be manually assigned to the User

 

X

User with no administrative permissions (most restrictive permission model)

Not checking either box will significantly limit this user's access. Each client has to be manually added to their account individually to grant access. To allow a user with no administrative permissions to work on a client:

  • select Manage client access located in your Client information box, and
  • from the Manage client access screen, select Assign User next to the client you wish to assign the User to.

Action

 Yes 

 No 

 User with no administrative permissions

Add Users with equal or lesser access to tax professional firm services

 

X

Add clients

 

X

Assign Users with no administrative permissions to work clients

 

X

Assign administrative permissions to other Users

 

X

Receive automatic access to full client list on the Tax Professional account

 

X

Require access to each client to be manually assigned to the User

X

 

*Please note: Any client added to your Tax Professional account by a User must also complete E-ZRep Form TR-2000. Please familiarize your employees with this form. Proof of prior client authorization is the responsibility of the firm.

Updated: