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Is there a way to view an audit log of who (which preparer) has accessed a specific tax return in Pro Series?
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Seeing lots of questions lately about how to tell who touched or Efiled a return in ProSeries....as far as I know there is no log of that kept anywhere of who worked on a return....seems like if youre going to allow multiple people access a return, there really should be a away to track who did what and when.
Each computer does keep an Efile Transmission Log, I guess you could dig through that too see which computer a return was actually Efiled from....unless multiple people have access to the same computers, then that doesnt really help either.
@IntuitBettyJo any suggestions with this?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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I can't imagine that there is now way of seeing the log of who touched a return. That is ridiculous to not have access to. Any software company should know this should be a critical report to view. They do it for QuickBooks. Why not do it for Tax Returns. I don't care who necessarily E-filed the return, because that same person may not have prepared the return.
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Hi there,
ProSeries does not have an Audit log. The closest thing that we have to this type of function would be the preparer code in the Tools > Options section.
I think this type of enhancement to the program would make a lot of sense and our developers would love to hear about it. Here is a link to our ProSeries Product Suggestions Page .
Thanks for the insight!
-Betty Jo