Access Levels can be found under Logins within the Account Settings or Office Settings Sections of the 1040 Online Software.Â
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 | Â | Â | Â | Check Activation | Check Activation | Check Activation |
| Create Custom Reports | Create Custom Reports | Create Custom Reports | Create Custom Reports | Create Custom Reports | Â | Â | Â | Create Custom Reports | Create Custom Reports | Create Custom Reports |
| Create Login | Create Login | Create Login | Create Login | Create Login | Â | Â | Â | Create Login | Create Login | Create Login |
| Create Office | Create Office | Create Office | Â | Create Office | Â | Â | Â | Â | Â | Â |
| 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 | Â | Create/Edit Access Levels | Â | Â | Â | 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 | Â | Â | Â | Create/Edit Billing | Create/Edit Billing | Create/Edit Billing |
| Create/Edit Preparer | Create/Edit Preparer | Create/Edit Preparer | Create/Edit Preparer | Create/Edit Preparer | Â | Â | Â | Create/Edit Preparer | Create/Edit Preparer | Create/Edit Preparer |
| Create/Edit Restricted Fields | Â | Â | Â | Create/Edit Restricted Fields | Â | Â | Â | Â | Â | Â |
| Create Franchise | Create Franchise | Â | Â | Â | Â | Â | Â | Â | Â | Â |
| Create Reseller | Create Reseller | Â | Â | Â | Â | Â | Â | Â | Â | Â |
| Delete Return | Delete Return | Delete Return | Delete Return | Delete Return | Â | Â | Â | Delete Return | Delete Return | Delete Return |
| Edit Client Letter | Edit Client Letter | Edit Client Letter | Edit Client Letter | Edit Client Letter | Â | Â | Â | Edit Client Letter | Edit Client Letter | Edit Client Letter |
| Edit Databases | Edit Databases | Edit Databases | Edit Databases | Edit Databases | Â | Â | Â | Edit Databases | Edit Databases | Edit Databases |
| Edit Due Diligence | Edit Due Diligence | Edit Due Diligence | Edit Due Diligence | Edit Due Diligence | Â | Â | Â | Edit Due Diligence | Edit Due Diligence | Edit Due Diligence |
| Edit Login | Edit Login | Edit Login | Edit Login | Edit Login | Â | Â | Edit Login | Edit Login | Edit Login | Edit Login |
| Edit Office Setup | Edit Office Setup | Edit Office Setup | Edit Office Setup | Edit Office Setup | Â | Â | Â | Edit Office Setup | Edit Office Setup | Edit Office Setup |
| Edit Print Config | Edit Print Config | Edit Print Config | Edit Print Config | Edit Print Config | Â | Â | Â | 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 | Â | Mobile App Retrieval | Mobile App Retrieval | Mobile App Retrieval |
| Preview Return | Preview Return | Preview Return | Preview Return | Preview Return | Preview Return | Preview Return | Â | Preview Return | Preview Return | Preview Return |
| Print Checks | Print Checks | Print Checks | Print Checks | Print Checks | Â | Â | Print Checks | Print Checks | Print Checks | Print Checks |
| Print Return | Print Return | Print Return | Print Return | Print Return | Print Return | Print Return | Â | 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 | Â | 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 | Â | Sent Text Message | Sent Text Message | Sent Text Message |
| Transfer Return | Transfer Return | Transfer Return | Transfer Return | Transfer Return | Â | Transmit Return | Â | Transfer Return | Transfer Return | Transfer Return |
| Transmit Return | Transmit Return | Transmit Return | Transmit Return | Transmit Return | Â | Â | Â | Transmit Return | Transmit Return | Transmit Return |
| View Billing | View Billing | View Billing | View Billing | View Billing | Â | Â | View Billing | View Billing | View Billing | View Billing |
| View Checks | View Checks | View Checks | View Checks | View Checks | Â | Â | View Checks | View Checks | View Checks | View Checks |
| View Databases | View Databases | View Databases | View Databases | View Databases | Â | Â | View Databases | View Databases | View Databases | View Databases |
| View Office Setup | View Office Setup | View Office Setup | View Office Setup | View Office Setup | Â | Â | View Office Setup | View Office Setup | View Office Setup | View Office Setup |
| View Reports | View Reports | View Reports | View Reports | View Reports | Â | 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 | Â | Â | Â | View Widgets | Â | Â |
| View/Create Appointments | View/Create Appointments | View/Create Appointments | Â | View/Create Appointments | View/Create Appointments | View/Create Appointments | View/Create Appointments | View/Create Appointments | View/Create Appointments | View/Create Appointments |
Article ID: 902
Created: Tue, Apr 26, 2022
Last Updated: Mon, Aug 15, 2022
Online URL: //kb.erosupport.com/article-902.html