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Experienced Partner Glenn
30 Posts
Experienced Partner
Australia
Glenn
Experienced Partner

30Posts

7Kudos

0Solutions

security

hi,

how can i tell which employees have opened up to view a particular client's tax return?

1 REPLY
MYOB Staff Post Helen-Z
53 Posts
MYOB Staff Post
Australia
Helen-Z
MYOB Staff Post

53Posts

12Kudos

7Solutions

Re: security

Hello @Glenn

 

Thanks for your question - I dont think I've come across this one before!

 

There is no way to check which employee may have opened to view a client's tax return. There is an option to see who may have made changes to a return, however this option does not show who has opened a particular return.

 

If you want to see who may have modified a return, you can do this within the return by clicking on menu option Reports > Audit Trail > Tax Preparation and then following the prompts to select which options suit.


Regards,

Helen
Tax Support Specialist
MYOB Australia Pty Ltd
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