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We noticed that the latest update included functionality to use the pre-fill manager and download pre-fill reports directly into the tax return of a client. We were able to do this as a test for one client and it worked well.
Since then we have tried to change the permissions to give accountants access to the same function and the pre-fill manager link from the tax drop down has disappeared. The permissions that were changed were:
- Pre-fill Download and Save
- Pre-fill into Tax
- Pre-fill Open Report
- Pre-fill Report File Settings
These were all changed to allow the accountants access. Changing these back doesn't appear to fix the problem.
It doesnt make sense that allowing access has now removed acccess... is there something else happening?
If Prefill manager drops out you may find that this will also affect lodgement manager as well. This occurs when the the lodgement channel switch in control record is currently set to ELS, please try the following if the issue is still occuring or for future reference,
1. Open a current year tax return
2. Select Utilities > Control Record > Lodgement
3. Under the lodgement switch drop down, select PLS and click OK
4. Log out then log back into the software
Another thing to try only if the issue is only occurring on some workstations is to run a workstation install, knowledge base article 33345 - How do I run a workstation installation for Accountants Office?
If the issue persists I recommend to contact support on 1300 555 666, to see if there are any underlying issues that could be causing it.