william
Level 1
12-06-2019
05:46 PM
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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?
Best Answer Click here
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IRonMaN
Level 15
12-06-2019
05:46 PM
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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 7
12-06-2019
05:46 PM
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Very.
itonewbie
Level 15
12-06-2019
05:46 PM
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Now, that's impressive!
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Still an AllStar
Still an AllStar
IRonMaN
Level 15
12-06-2019
05:46 PM
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As WC Fields used to say:
If you can't dazzle them with brilliance, baffle them with BS.
I do much better with baffling than dazzling.
Slava Ukraini!
If you can't dazzle them with brilliance, baffle them with BS.
I do much better with baffling than dazzling.
Slava Ukraini!
Employee
12-06-2019
05:46 PM
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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 7
12-06-2019
05:46 PM
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So, @PTOsTracy , when people ask your job title, do you tell them "Supportability Specialist? That is a mouthful.
Employee
12-06-2019
05:46 PM
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@mojocpa 🙂 I don't normally as it doesn't mean much outside of the walls of Intuit 😛 Normally I say, "I help develop tax software by sharing the customer's point of view," which is still a mouthful.