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.
Once assigned, the selected preparers will have access based on the permissions set in the template. Let us know if you need further assistance!