Security Level Applied to Returns 2025

Accountants Enterprise and Series 6/8 only

Returns are not accessible if the user's Security Level is less than the security level set for the return. Only a person with equal or higher security can operate on a return that has a Security Level set.

Users with a lower security level than that set for the return will be unable to:

Edit the return
Delete the return
Print the return
View the return
View the [Shift+F2] summary of the return
Validate the return
Export the return
Run an estimate on the return
Output the return for ELS.

Applying a Security level differs from using a LOCKED return. A secured return is unavailable to users whose security level is lower than the Security level set for the return. There is no need for the user to unlock and re-lock a return each time it is accessed.

To set the Security Level for a return

From the open return or from the Return index click Return Properties > General Tab.
Enter a value in the Security Level field.