User Index

The list of users is updated when:

• (AE) a new user logs into Tax. The list of Users is updated from the details recorded under User Accounts.

• (AE) in Practice Manager, whenever a tax return is opened.

• (Series 6 & 8) a new user opens a tax return. The list of Users is updated from the details recorded in the Employees module in Contacts.

• (AO) a new user opens a tax return the list of Users is updated from the details recorded under MYOB AO. To add an employee, select Contacts > New > Employee and run the Create Employee wizard.

(AE Tax) Establishing employees in Tax allows for management of:

• security,

• defaults,

• the allocation of returns, and

• workflow monitoring.

Tax may integrate with Central Database (CDS), or Practice Management Accounting (PMA) and if so your employees recorded in those applications flow through to Tax.

An employee can operate Tax if they have a User Account. When a user logs into Tax for the first time they are added to the Users Index and a User Preference is created for them.