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Level 3
May 26, 2020
Solved

Internal controls

  • May 26, 2020
  • 10 replies
  • 44 views

We are looking back at some 2018 tax returns and trying to find out some details such as WHO actually efiled the return. Is there any way to glean that information from the software?

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10 replies

Just-Lisa-Now-
Intuit Community Champion
May 26, 2020

The software will only show whomever was input as the "preparer", you won't be able to tell who pushed the button to actually Efile it.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 3
May 26, 2020

Well that is a shame. I have run into this with other accounting type software. There should be more internal controls in these systems. Thank you for your answer.

Level 3
May 27, 2020
https://proconnect.intuit.com/community/help-articles/help/managing-access-rights-in-proseries/00/38863

Thank you George4Tack! That looks like what I need. Probably wont help me after the fact but it shows that ProSeries is working to make a more professional tax software. That is great.

 

And by the way, I notice everyone has a tag line but me. hummm......

I am going with the following,

This to shall pass. This is not my new normal.