Assigning security levels in the 1040-SR web-based software allows you to control preparer access. Follow these steps to set up security levels:
Go to Configuration: From the Main Screen, navigate to Configuration.
Open Security Templates: Select Security Templates.
Add a New Template: Click +Add Security Template.
Name the Template: Enter a name for your security template.
Set Access Permissions: Check or uncheck the items to control what the preparer can or cannot access.
Tip: Hover over an item for more details on its function.
Save the Template: Click Continue when done.
Assign the Template: Click +Assign.
Select Preparers: Check the box next to the preparer(s) you want to assign this security level to.