Tax Forms System Administration Settings

Permissions for users of the tax forms functionality are set on your functionality groups.

To set up functionality groups

1. Select Defaults > System Administration > Functionality Groups > (Your Functionality Group).

2. In the menu on the left side of the Functionality Group screen, click the following menu options and then select the following check boxes for each option:

Heading Followed by Indented Menu Option (Left side of the Functionality Group screen)	Check Box (Right side of the Functionality Group screen)
Customer Menu / Page Access
Tax Forms	Tax Forms->Access Tax Forms->Add/Modify/Delete Tax Forms->Add/Modify/Delete->Lock Tax Forms->Add/Modify/Delete->Unlock Tax Forms->Allow Add Tax Form Tax Forms->Allow Delete Tax Form Tax Forms->Allow Duplicating of Tax Forms

Heading Followed by Indented Menu Option

(Left side of the Functionality Group screen)

Check Box

(Right side of the Functionality Group screen)

Customer Menu / Page Access

Tax Forms

Tax Forms->Access

Tax Forms->Add/Modify/Delete

Tax Forms->Add/Modify/Delete->Lock

Tax Forms->Add/Modify/Delete->Unlock

Tax Forms->Allow Add Tax Form

Tax Forms->Allow Delete Tax Form

Tax Forms->Allow Duplicating of Tax Forms

3. Click Save & Stay to save your changes and stay on the same screen or Save & Back to save and return to the previous screen.

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