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Level 2
January 27, 2024
Question

Preparers Tab in setting visible to all users, is there a way to limit this option to admins?

  • January 27, 2024
  • 1 reply
  • 4 views

In the individual user setting it displays all the firm and preparer information, including all the firm preparer's SSN. This information should not be public to every user. In the Primary option, which can be password protected, you can block users from editing or changing the info, but it is still visible.

Is there any way to remove the tab from the individual users setting options, so the information could not even be seen?

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1 reply

sjrcpa
Level 15
January 27, 2024

Why do have their SSNs in there?

PTINs suffice.

And you're using the firm name and EIN, right?

The more I know the more I don’t know.
Tax 29Author
Level 2
January 27, 2024

Thank you, that would be an acceptable solution for the primary concern of keeping the SSN private.

However, is there any way to restrict access to certain options tabs that "employees" do not need to see?

sjrcpa
Level 15
January 27, 2024

You can limit Master Options to specific users. 

The more I know the more I don’t know.