What are the access levels that I can assign to my employee and/or 3 rd party tax preparer when I grant them permission to access my account online?
My Tax Account access level options are: All Access – This access level allows the user the ability to file returns, make payments, submit requests (close/reactivate account, change mailing address, change DBA name, request filing extensions, and installment agreements), modify information, and manage Logon ID access to the account. Note: All Access level is not available for 3 rd party preparer access. File – User will have view access to everything, as well as ability to file returns and request filing extensions. File & Pay – User will have view access to everything, as well as ability to make payments, file returns, request filing extensions, and installment agreements. Pay – User will have view access to everything, as well as ability to make payments and request installment agreements. View – User will only be able to view account information, but will not be able to submit requests or modify information. No Access – Individual will not be able to access and view account informat
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- What are the access levels that I can assign to my employee and/or 3 rd party tax preparer when I grant them permission to access my account online?
