Security templates

Pre-defined security templates (cannot be edited):

Listed here for reference only. AARP does not recommend using these since they don’t fit our typical processes.


Suggested security templates:

(Click on “+” to show each checklist)

CO Leader - non ERO:
Access Current Year

Client List

Access Office Access Previous Years

Client Lists

Add and Configure

Security Templates

Add or Edit Custom

Credits

Add or Edit Office Ip

Whitelist

Add or Edit Print Sets Add or Edit Tags Add/Edit Fees in the

Office Configuration

Add/Edit Preparers Allow Ability to Clear

Signatures

Assign Preparer’s

Security Template

Cannot Change Return

Status back to In

Progress

Change Consent Forms Change Questions and

Available Answers

Change Return Preparer Change Tax Profiles Configuration
Create Tax Returns Deactivate Return Delete Return Notes
Delete Scanned

Documents

Do not Force Return Review Edit Calculated

Preparer Fee

Edit ERO Setup Edit Minimum Preparer Fee Edit Office Setup
Email Return Hide Accepted Returns

from Limited Users

Import Desktop Returns
Mark Return Complete Mark Return for Review Override Return Minimum Preparer Fee
Password Protect Return Print Checks  √ Print Returns
 √ Review Returns and Mark Review Decision Scanned Documents Send Return to IRS
View Client Status View Full SSN  √ View Refund Status
 √ View Reports View/Edit Existing Returns
CO Leader + ERO:
Access Current Year

Client List

Access Office Access Previous Years

Client Lists

Add and Configure

Security Templates

Add or Edit Custom

Credits

Add or Edit Office Ip

Whitelist

Add or Edit Print Sets Add or Edit Tags Add/Edit Fees in the

Office Configuration

Add/Edit Preparers Allow Ability to Clear

Signatures

Assign Preparer’s

Security Template

Cannot Change Return

Status back to In

Progress

Change Consent Forms Change Questions and

Available Answers

Change Return Preparer Change Tax Profiles Configuration
Create Tax Returns Deactivate Return Delete Return Notes
Delete Scanned

Documents

Do not Force Return Review Edit Calculated

Preparer Fee

 √ Edit ERO Setup Edit Minimum Preparer Fee Edit Office Setup
Email Return Hide Accepted Returns

from Limited Users

Import Desktop Returns
Mark Return Complete Mark Return for Review Override Return Minimum Preparer Fee
Password Protect Return Print Checks Print Returns
Review Returns and Mark Review Decision Scanned Documents  √ Send Return to IRS
View Client Status View Full SSN View Refund Status
View Reports View/Edit Existing Returns
CO Review/Submit:
Access Current Year

Client List

Access Office Access Previous Years

Client Lists

Add and Configure

Security Templates

Add or Edit Custom

Credits

Add or Edit Office Ip

Whitelist

Add or Edit Print Sets Add or Edit Tags Add/Edit Fees in the

Office Configuration

Add/Edit Preparers Allow Ability to Clear

Signatures

Assign Preparer’s

Security Template

Cannot Change Return

Status back to In

Progress

Change Consent Forms Change Questions and

Available Answers

Change Return Preparer Change Tax Profiles Configuration
Create Tax Returns Deactivate Return Delete Return Notes
Delete Scanned

Documents

Do not Force Return Review Edit Calculated

Preparer Fee

Edit ERO Setup Edit Minimum Preparer Fee Edit Office Setup
Email Return Hide Accepted Returns

from Limited Users

Import Desktop Returns
Mark Return Complete Mark Return for Review Override Return Minimum Preparer Fee
Password Protect Return Print Checks Print Returns
Review Returns and Mark Review Decision Scanned Documents Send Return to IRS
View Client Status View Full SSN View Refund Status
View Reports View/Edit Existing Returns
CO Reviewer:
Access Current Year

Client List

Access Office Access Previous Years

Client Lists

Add and Configure

Security Templates

Add or Edit Custom

Credits

Add or Edit Office Ip

Whitelist

Add or Edit Print Sets Add or Edit Tags Add/Edit Fees in the

Office Configuration

Add/Edit Preparers Allow Ability to Clear

Signatures

Assign Preparer’s

Security Template

Cannot Change Return

Status back to In

Progress

Change Consent Forms Change Questions and

Available Answers

Change Return Preparer Change Tax Profiles Configuration
Create Tax Returns Deactivate Return Delete Return Notes
Delete Scanned

Documents

Do not Force Return Review Edit Calculated

Preparer Fee

Edit ERO Setup Edit Minimum Preparer Fee Edit Office Setup
Email Return Hide Accepted Returns

from Limited Users

Import Desktop Returns
Mark Return Complete Mark Return for Review Override Return Minimum Preparer Fee
Password Protect Return Print Checks Print Returns
Review Returns and Mark Review Decision Scanned Documents Send Return to IRS
View Client Status View Full SSN View Refund Status
View Reports View/Edit Existing Returns
CO Counselor
Access Current Year

Client List

Access Office Access Previous Years

Client Lists

Add and Configure

Security Templates

Add or Edit Custom

Credits

Add or Edit Office Ip

Whitelist

Add or Edit Print Sets Add or Edit Tags Add/Edit Fees in the

Office Configuration

Add/Edit Preparers Allow Ability to Clear

Signatures

Assign Preparer’s

Security Template

Cannot Change Return

Status back to In

Progress

Change Consent Forms Change Questions and

Available Answers

Change Return Preparer Change Tax Profiles Configuration
Create Tax Returns Deactivate Return Delete Return Notes
Delete Scanned

Documents

Do not Force Return Review Edit Calculated

Preparer Fee

Edit ERO Setup Edit Minimum Preparer Fee Edit Office Setup
Email Return Hide Accepted Returns

from Limited Users

Import Desktop Returns
Mark Return Complete Mark Return for Review Override Return Minimum Preparer Fee
Password Protect Return Print Checks Print Returns
Review Returns and Mark Review Decision Scanned Documents Send Return to IRS
View Client Status View Full SSN View Refund Status
View Reports View/Edit Existing Returns