william
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
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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
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
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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
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
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						Very.
					
				
			
			
				
			
			
				
			
			
			
			
			
			
		
		
		
	
	
	
			
		
			
	
	
			
				
		
		
			itonewbie
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
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						Now, that's impressive!
					
				
			
			
				
		
		
	
	
	
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Still an AllStar
			
			
				
			
			
			
			
			
			
		Still an AllStar
			
		
			
	
	
			
				
		
		
			IRonMaN
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
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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!
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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
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
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						So, @PTOsTracy , when people ask your job title, do you tell them "Supportability Specialist? That is a mouthful.
					
				
			
			
				
			
			
				
			
			
			
			
			
			
		
		
		
	
	
	
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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.