Skip to content

Setting up task permissions in AE/AO

You need to give permissions to your staff to move a tax return online, and delete the online return if required in AE/AO.

Set up task permissions

  1. From the Maintenance menu, select Security > Task Permissions.

  2. Select Tax from the Product from the drop-down.

  3. Select the Group (security group) from the drop-down that you want to set up the task permissions for. The Group Descriptions assigned to the Group are listed in the panel.

  4. Under Group Description, click the plus icon (+) at Maintenance. The list expands and displays a checkbox in the Allow column.

  5. Select the checkbox in the Allow column to give permission to the following tasks

    1. Tax - Migrate return online

    2. Tax - Undo Online Compliance Migration

  6. Click OK to save the changes.

  7. Close and re-open AE/AO for the changes to take effect.

    If your changes weren't saved, ensure you selected the correct security group.