Preparer access history in ProSeries

[lcltax]

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

[Just-Lisa-Now-]

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? 

[lcltax]

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. 

[IntuitBettyJo]

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