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How to manage user permissions and invite users in ProConnect Tax


How to manage user permissions and invite users in ProConnect Tax

ProConnect Tax users can now set Firm, E-file, and Client level permissions for the users for your firm.

  • Firm permissions allow you to control access to firm administration functions.
  • E-file permissions allow you to determine which users in your firm are allowed to e-file through the program.
  • Client permissions provide the ability restrict access to certain clients per user in your firm.

To invite or edit firm user and set permissions:

  1. Click Settings in the lower-left corner.
  2. From that menu, click Manage and Invite Users.
  3. Click Add User in the upper right corner or select a current employee to edit.
  4. For a New User, enter first/last name and email address
  5. Choose Access Level -- Basic or Full.
  6. In the next field, if the Access Level selected is Basic and you want to give this user permission to e-file, select Yes from the drop-down menu. Otherwise, select No.
  7. Click Next.
  8. This is the Client Access screen.  Select the clients that the user will have access to.
  9. Click Save. This will sent the invite to the new user.
  10. For an existing user, click on the name.
  11. From the first screen choose the Client Access level.  This will be the access for your ProConnect Tax firm administration and for your free QBOA company file.
    • A free QBOA file is available for all ProConnect Tax customers. To access, go to qbo.intuit.com and use your ProConnect Tax account to login.
  12. Once the Access role is selected at the bottom, choose Client Access tab at the top.
  13. Specify which clients your employee should have access by adding/removing the check-mark for each client to add/remove access for the team member.
  14. Click Save.

If one or more of your users are unable to e-file from the File Return screen, there are two possible reasons:

  1. Unresolved critical diagnostics
    • To solve: Clear all remaining critical diagnostics.
  2. User has not been given permission to e-file
    • To solve: Refer to Step 6 in the instructions above.

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