Determining what Returns a User/Preparer can View

Determining if a user/preparer can only see their own returns or see all returns prepared at the site is determined at the user level.

The below example is the portion of User JimSample that allows them to see all returns prepared at the site.

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The below example is the portion of a User JerrySample that allows them to only see the returns prepared by the user.

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The ability to view returns is not determined by the Security Template assigned to the user.

Example:

User JimSample is assigned the Return Preparer role and can see all the return prepared at the site

User JerrySample is assigned the Return Preparer role and is limited to seeing only the returns they created.

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