Preparer access history in ProSeries

Forum|Forum|6 years ago
June 11, 2020
3 replies
75 views

Is there a way to view an audit log of who (which preparer) has accessed a specific tax return in Pro Series?

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

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♥¸¸.•*¨*•♫♪

L

lcltaxAuthor

Level 2

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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