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william
Level 1
December 6, 2019
Solved

How do we restrict access to a tax plan? (not a return)

How do you restrict who (that is, which users in the firm) can access a tax plan in the new tax planning function released this year?

This topic has been closed for replies.
IRonMaN
IRonMaNAnswer
Level 15
December 6, 2019

Mojo - I was impressed when I saw Tracy's title the other day so between her title and Ashley's, I knew I had to upgrade mine so that I could also impress people.  Are you impressed?

Slava Ukraini!
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7 replies

IRonMaN
IRonMaNAnswer
Level 15
December 6, 2019

Mojo - I was impressed when I saw Tracy's title the other day so between her title and Ashley's, I knew I had to upgrade mine so that I could also impress people.  Are you impressed?

Slava Ukraini!
mojocpa
Level 6
December 6, 2019
Very.
IntuitTracy
Level 3
December 6, 2019

William, there currently isn't a way to restrict a Tax Plan within ProConnect Tax Online, but I will put it in an enhancement request for the same functionality we have for tax returns.

mojocpa
Level 6
December 6, 2019
So, @PTOsTracy , when people ask your job title, do you tell them "Supportability Specialist? That is a mouthful.
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