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Security Manager: New definition added

06 Jan 23
Kim Manuel
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We have added the following definition to Security Manager “Allow entry into Accepted Returns”.  It is enabled by default for all of the TaxSlayer assigned templates.

What is the purpose?

If you remove the checkmark, the user will not be able to open an accepted return to make modifications to it.  This feature can be used instead of using the “Hide Accepted Returns from Limited Users” definition.  The advantage is that they can still see the accepted returns in their list, but cannot open and modify them.

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