1. 1 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. TaxWise Online User Manager Objectives –In this chapter you will learn how to: Use the User Manager Add New Users Set the User Functions Reset a users password

2. 2 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Adding Users Click Manage Users

3. 3 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Adding Users User Manager Window

4. 4 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Adding Users Click Create a New User

5. 5 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Adding Users Create User Displays

6. 6 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Adding Users Type in a user name

7. 7 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Adding Users Type in a real name

8. 8 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Setting User Functions Assign a role –Possible Roles –Assigned Roles

9. 9 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Setting User Functions Click save

10. 10 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Pre-defined Roles Administrator –Has access to all commands and actions except for the ability to start a new return –Remember, a user can be assigned more than one role, Example: If the Administrator is preparing returns then you should assign them the role of SuperUser and Administrator

11. 11 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Pre-defined Roles SuperUser –Has access to all the menu commands and actions except for User Manager

12. 12 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Pre-defined Roles Return Preparer –Capable of accessing all functions associated with creating and editing a tax return

13. 13 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Pre-defined Roles E-filer –Capable of accessing e-file functions

14. 14 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Pre-defined Roles Template Manager –Creates new templates –Edits existing templates –Assigns templates –Un-assigns templates

15. 15 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Entering Preparer Information Click User Settings button –Select the Override default Return Template values with these values check box. –Enter a unique preparer’s ID, name. –Enter Site Identification Number –Check box beside IRS Only

16. 16 / 16 Creating Groups and Users With TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Entering ERO Information Click on the ERO link in the left column. –Complete information IRS only check box