Setting up the Return Security Administrator's Group
Return Security functionality aims to secure sensitive client tax information.
In Accountants Enterprise, return security in Tax requires the employee code to match the System Services user account code.
Returns prior to 2010 may be protected, for the relevant security groups restrict access to these returns by deselecting the Allow option for the task permission Tax - Access Returns Prior 2010. With this setting deselected the Tax Year dropdown in the Tax Client Search and Workflow by Employee screens will not include years prior to 2010. Also the Tax returns tab in the client page will only show returns from 2010 and above.
Before enabling Return Security functionality you must first set up an Administrators Group. The employees in this group will have full access to all returns regardless of the security applied.
Open the Tax Ledger for the required tax year.
Select Utilities > Control Record > Security tab.
Click the Return Security button and tick the Return Security active checkbox.
- Click Add in the Return Security Admin screen to add an Administrator. The list of employees is presented.
- Select the relevant employee and press [Enter]. That employee's name will be shown on the screen.
- Click OK and you will be prompted by the message “By defining an admin team, only those employees will have access to this list. Continue?”
- Click Yes to set Return Security to Active.
Open the Tax - Client Search page for the required tax year.
Select the Control Record hyperlink on the Tasks bar.
Open the Security tab.
Select Utilities > Control Record > Security tab.
Click the Return Security button and tick the Return Security active checkbox.
- Click Add in the Return Security Admin screen to add an Administrator. The list of employees is presented.
- Select the relevant employee and press [Enter]. That employee's name will be shown on the screen.
- Click OK and you will be prompted by the message “By defining an admin team, only those employees will have access to this list. Continue?”
- Click Yes to set Return Security to Active.
Accessing Return Security
Any user who is not a member of the Administrators' group attempting to open list of employees in the group (i.e. select Control Record > Security > Return Security) requires the daily password. An Administrator needs to ring Support to request this.
A maximum of six (6) Administrators is permitted. The 7th administrator attempting to access Return Security will receive a warning message. The user must click OK to close the message box.