Below are the functions of each user type available when assigning permissions to a created user:
SuperUser
Dashboard
Tax Returns
Return Query
Create New Return
Print Returns
View More Actions > Move Returns
View More Actions > Delete Returns
View More Actions > Restore Returns
e-Filing
Submit e-files
Print Reject Details
View Acknowledgements
Reports
Settings
General Setting s> User Settings
ReturnPreparer
Dashboard
Tax Returns
Return Query
Create New Return
Settings
General Settings > User Settings
TemplateManager
Dashboard
Settings
General Settings > User Settings
Return Templates
EfileManager
Dashboard
e-Filing
Submit e-files
Settings
General Settings > User Settings
Interviewer
Dashboard
Tax Returns
Return Query
Create New Return ( in Interview mode only )
Settings
General Settings > User Settings
Reviewer
Dashboard
Tax Returns
Return Query
Create New Return
View More Actions > Move Returns
e-Filing
Print Reject Details
View Acknowledgements
Settings
General Settings > User Settings
Please keep these permissions in mind when assigning to particular users.