Adding Users to TaxWise and User Roles

To create a new user in TWO, you will need to:

Click on Manage Users
Select Create New User
Fill out the needed information
Select the type of account you want it to be (Super User, Return Preparer)
Then Select License User
Save and close
Log out
Log in with User ID, Username, and Password (Password for the first time will be the same as the Username)
Set the new password

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