Online Program > Default Access Levels Defined
Access Levels can be found under Logins within the Account Settings or Office Settings Sections of the 1040 Online Software.
Possible Accesses Available
Not all accesses are available to all account levels
ALL Accesses Available within 1040 Online | Reseller Admin | Franchise Main |
Custom Access |
EFIN/Office | Non Transmitting Preparer | Preparer/Login | Reception | Reseller Tech | Office Manager | Office Support |
Check Activation | Check Activation | Check Activation | Check Activation | Check Activation | Check Activation | Check Activation | Check Activation | |||
Create Custom Reports | Create Custom Reports | Create Custom Reports | Create Custom Reports | Create Custom Reports | Create Custom Reports | Create Custom Reports | Create Custom Reports | |||
Create Login | Create Login | Create Login | Create Login | Create Login | Create Login | Create Login | Create Login | |||
Create Office | Create Office | Create Office | Create Office | |||||||
Create Refund Calculator | Create Refund Calculator | Create Refund Calculator | Create Refund Calculator | Create Refund Calculator |
Create Refund Calculator |
Create Refund Calculator |
Create Refund Calculator |
Create Refund Calculator | Create Refund Calculator | Create Refund Calculator |
Create Return | Create Return | Create Return | Create Return | Create Return | Create Return | Create Return | Create Return | Create Return | Create Return | Create Return |
Create/Edit Access Levels | Create/Edit Access Levels | Create/Edit Access Levels | Create/Edit Access Levels | Create/Edit Access Levels | Create/Edit Access Levels | Create/Edit Access Levels | ||||
Create/Edit Billing | Create/Edit Billing | Create/Edit Billing | Create/Edit Billing | Create/Edit Billing | Create/Edit Billing | Create/Edit Billing | Create/Edit Billing | |||
Create/Edit Preparer | Create/Edit Preparer | Create/Edit Preparer | Create/Edit Preparer | Create/Edit Preparer | Create/Edit Preparer | Create/Edit Preparer | Create/Edit Preparer | |||
Create/Edit Restricted Fields | Create/Edit Restricted Fields | |||||||||
Create Franchise | Create Franchise | |||||||||
Create Reseller | Create Reseller | |||||||||
Delete Return | Delete Return | Delete Return | Delete Return | Delete Return | Delete Return | Delete Return | Delete Return | |||
Edit Client Letter | Edit Client Letter | Edit Client Letter | Edit Client Letter | Edit Client Letter | Edit Client Letter | Edit Client Letter | Edit Client Letter | |||
Edit Databases | Edit Databases | Edit Databases | Edit Databases | Edit Databases | Edit Databases | Edit Databases | Edit Databases | |||
Edit Due Diligence | Edit Due Diligence | Edit Due Diligence | Edit Due Diligence | Edit Due Diligence | Edit Due Diligence | Edit Due Diligence | Edit Due Diligence | |||
Edit Login | Edit Login | Edit Login | Edit Login | Edit Login | Edit Login | Edit Login | Edit Login | Edit Login | ||
Edit Office Setup | Edit Office Setup | Edit Office Setup | Edit Office Setup | Edit Office Setup | Edit Office Setup | Edit Office Setup | Edit Office Setup | |||
Edit Print Config | Edit Print Config | Edit Print Config | Edit Print Config | Edit Print Config | Edit Print Config | Edit Print Config | Edit Print Config | |||
Edit Return | Edit Return | Edit Return | Edit Return | Edit Return | Edit Return | Edit Return | Edit Return | Edit Return | Edit Return | Edit Return |
Mobile App Retrieval | Mobile App Retrieval | Mobile App Retrieval | Mobile App Retrieval | Mobile App Retrieval | Mobile App Retrieval | Mobile App Retrieval | Mobile App Retrieval | Mobile App Retrieval | Mobile App Retrieval | |
Preview Return | Preview Return | Preview Return | Preview Return | Preview Return | Preview Return | Preview Return | Preview Return | Preview Return | Preview Return | |
Print Checks | Print Checks | Print Checks | Print Checks | Print Checks | Print Checks | Print Checks | Print Checks | Print Checks | ||
Print Return | Print Return | Print Return | Print Return | Print Return | Print Return | Print Return | Print Return | Print Return | Print Return | |
Print Return Components | Print Return Components | Print Return Components | Print Return Components | Print Return Components | Print Return Components | Print Return Components | Print Return Components | Print Return Components | Print Return Components | |
Sent Text Message | Sent Text Message | Sent Text Message | Sent Text Message | Sent Text Message | Sent Text Message | Sent Text Message | Sent Text Message | Sent Text Message | Sent Text Message | |
Transfer Return | Transfer Return | Transfer Return | Transfer Return | Transfer Return | Transmit Return | Transfer Return | Transfer Return | Transfer Return | ||
Transmit Return | Transmit Return | Transmit Return | Transmit Return | Transmit Return | Transmit Return | Transmit Return | Transmit Return | |||
View Billing | View Billing | View Billing | View Billing | View Billing | View Billing | View Billing | View Billing | View Billing | ||
View Checks | View Checks | View Checks | View Checks | View Checks | View Checks | View Checks | View Checks | View Checks | ||
View Databases | View Databases | View Databases | View Databases | View Databases | View Databases | View Databases | View Databases | View Databases | ||
View Office Setup | View Office Setup | View Office Setup | View Office Setup | View Office Setup | View Office Setup | View Office Setup | View Office Setup | View Office Setup | ||
View Reports | View Reports | View Reports | View Reports | View Reports | View Reports | View Reports | View Reports | View Reports | View Reports | |
View Secure Messages | View Secure Messages | View Secure Messages | View Secure Messages | View Secure Messages | View Secure Messages | View Secure Messages | View Secure Messages | View Secure Messages | View Secure Messages | View Secure Messages |
View Training Returns | View Training Returns | View Training Returns | View Training Returns | View Training Returns | View Training Returns | View Training Returns | View Training Returns | View Training Returns | View Training Returns | View Training Returns |
View Widgets | View Widgets | View Widgets | View Widgets | View Widgets | View Widgets | |||||
View/Create Appointments | View/Create Appointments | View/Create Appointments | View/Create Appointments | View/Create Appointments | View/Create Appointments | View/Create Appointments | View/Create Appointments | View/Create Appointments | View/Create Appointments |