| Task | Entitlements | Description |
|---|---|---|
| make full transfer payment | TRANSFER_DEPOSIT | Open a transfer deposit |
| TRANS_ADMIN | transfer within and between accounts | |
| CHANGE_DEPDATE | this defaults to N, so users cannot change the deposit date to something other than the current. Set to Y to allow this for individual users. | |
| CHANGE_PAIDDATE | Change receipt date for transactions within a deposit, but cannot change the deposit or receipt date for the deposit as a whole | |
| CHANGE_PMT_PAIDDATE | Change receipt date for transactions within a deposit, but cannot change the deposit or receipt date for the deposit as a whole | |
| DEPCTL_SOURCE | Show Source field on Deposit Control screen | |
| TRANSFER_ATTYFEE | Use the Transfer Attorney Fee screen | |
| TRANS_UPDATE_PAIDDATE | Update the receipt date on the transfer screen | |
| TRANS_RESTRICT_AUTOPAY_UPDATE | If checked, users to uncheck the Auto Pay box. If unchecked (the default), users can uncheck the Auto Pay box. | |
| TRANS_RESTRICT_MOVE_UPDATE | If checked, users will not be able to change the amounts in the Move column for levy, penalty, interest, and attorney fees. If unchecked (the default), the amounts in these fields can be changed. | |
| TRANSFR_TO_FROM_INTREFUND_ACCT | If checked, users can enter INTREFUND in the account fields of the Transfer screen. The default is N (not checked). | |
| ACT8_PAYMENTS | Access the ACT 8 Payment screen | |
| manage certificates | ACTCERT | Allow access to the Tax Certificate screen. |
| CERTIFICATE_SAVE | Create tax certificates. | |
| CERTIFICATE_VOID | Void tax certificates. | |
| CERTIFICATE_PAY | Pay tax certificates using the Pay/Reverse button | |
| CERTIFICATE_REVERSE | Paid tax certificates using the Pay/Reverse button | |
| CERTIFICATE_INVOICE | Use the Certificate Invoice screen | |
| ACT80018 | Use the Tax Certificate Payment screen | |
| MAP_CLEARING_CERTIFICATES | Access the Map Clearing application from TCS | |
| manage document imaging | ACT_DOCUMENTS | Access the Documents screen |
| DOCUMENTS_TAB | use the Documents screen if user also has ACT_DOCUMENTS | |
| DOCUMENT_ADD | Add a document | |
| DOCUMENT_COMMENTS_UPDATE | Change the comments attached to a document | |
| DOCUMENT_DELETE | Delete a document from the system once it has been added | |
| DOCUMENT_VIEW_ALL | View restricted documents. | |
| DOCUMENTS_ESTMT_TAB | Access the Certified E-Statements tab | |
| DOCUMENTS_ESTMT_DELETE | Causes a popup to appear on the Certified E-Statements tab when deleting information. | |
| manage EOD publishing | ACT_PUBLISH | >Access the Publish screen |
| manage fees | ACT8040 | Query the Fees screen |
| FEES_INSERT | Add new fees on the Fees screen. | |
| FEES_UPDATE | Change fees on the Fees screen | |
| FEE_BELOW_PAID | If this permission is checked and a payment has been made on a fee, the fee can be changed below the amount paid (if $10.00 was paid, the fee cannot be lower than $10.00). | |
| manage fiduciaries | ACT8024 | See the Fiduciary Master screen |
| FIDUCIARY_MASTER_UPDATE | Change fiduciaries on the Fiduciary Master screen. | |
| FIDO_REQUEST_UPDATE | Add and change fiduciary requests on the Fiduciary Requests screen | |
| CONTACTS | See the Contacts screen | |
| CONTACTS_UPDATE | Add and change contacts on the Contacts screen | |
| manage limited deposits | ACT8001 | Query Deposit Control |
| REOPEN_DEPOSIT_ANY_DAY | Reopen any deposit on any date | |
| CLOSE_DEPOSITS_ANYDAY | Close any deposit on any date | |
| SHOW_DEPCTL_TOTALS_ROLE | Default is N, so users cannot see the deposit totals on the right side of the Deposit Control screen | |
| NEEDS_BEG_CASH_AUTH | Needs authorization to change starting drawer amount in Deposit Checkout | |
| manage notes | ACT8011 | See the Notes screen |
| NOTES_QUERY | Query notes | |
| NOTES_INSERT | Add notes | |
| NOTES_UPDATE | Change notes | |
| NOTES_UPDATE_ONLY_OWN_NOTES | Change only notes you have created, only if NOTES_UPDATE is set to N. | |
| NOTES_DELETE | the default is N, meaning users cannot delete notes | |
| NOTES_DELETE_ONLY_OWN_NOTES | Delete only notes you have created, only if NOTES_UPDATE is set to N | |
| manage public users | ONLINE_PRODUCTS_PUBLIC | If checked, Notes and Online Help and the Change Address feature are available on the Online Products screen |
| ACCT_STATUS_PUBLIC | If checked, Notes and Online Help are available on the Account Status screen | |
| ACCT_SEARCH_PUBLIC | If checked, Notes and Online Help are available on the Account Search screen | |
| ACCT_MASTER_PUBLIC | If checked, Notes and Online Help are available on the Account Master screen | |
| SHOW_PREV_NEXT_OWNER_BUTTONS | If checked, the Previous Owner and Next Owner buttons are visible on the Account Status and Account Master screens | |
| PRIOR_YEAR_BUILD | Allow users to click the Prior Year button in Account Master | |
| ACTMENU_PUBLIC | If checked, Notes and Online Help are available on the Account Master screen. | |
| manage split pay flag | ACCTM_SPLIT_PAY_UPDATE | If checked, update the Split Payment Flag on the Account Detail screen. The default is N. |
| manage taxpayer info | ACT_PHONE | View Phone-Email screen |
| ACT_PHONE_ADD | Add new data to Phone-Email screen | |
| ACT_PHONE_UPDATE | Update Phone-Email screen | |
| print receipts | ACT500 | See Online Products |
| ACT500_REPRINT_RECEIPTS | Reprint receipts | |
| REPRINT_ORIGINAL_RECEIPT | Reprint original receipts | |
| BATCH_RECEIPTS | Access to the Batch Receipts screen | |
| PRINT_VOIDED_RECEIPT | Reprint receipts for voided and reversed payments (RV or RX Transaction Type in Distribution screen) | |
| print refund letters | ACT500 | See Online Products |
| ACT500_REPRINT_REFUND_LETTER | Print refund letters | |
| print statements | ACT500 | See Online Products |
| ACT500_PRINT_STATEMENTS | Print current and delinquent statement | |
| ACT500_SHOW_ALT_OWN_CHECKBOX | Show Alternate Owner check box on the Delinquent Statement and Current Statement tabs. | |
| ACT500_SHOW_CHG_ADDR_CHECKBOX | Show Change Address check box on the Delinquent Statement and Current Statement tabs. | |
| PRINT_CERTIFIED_DELQ_STMT | Print certified delinquent detail statements | |
| SHOW_EBILL_PRINT_CODE | Show E-Bill Code box on Current Statement tab | |
| STMT_LOG | Show Statement Log screen from Statements menu | |
| take full advanced payment | ADVANCED_DEPOSIT | take a simple or advanced payment. |
| CHANGE_DEPDATE | this defaults to N, so users cannot change the deposit date to something other than the current. Set to Y to allow this for individual users. | |
| CHANGE_PAIDDATE | Change the receipt date for the entire deposit, but not for individual transactions within the deposit | |
| CHANGE_PMT_PAIDDATE | Change receipt date for transactions within a deposit, but cannot change the deposit or receipt date for the deposit as a whole | |
| DEPCTL_SOURCE | Show Source field on Deposit Control screen | |
| NEED_REFUND_APPROVED | Default is N, so users do not need a supervisor to approve overpayment refunds for a particular user | |
| TAKE_PAY_ANY_DEPOSIT | Default is N, so users cannot take a payment in any deposit. Change to Y to make a payment in any deposit. | |
| UPDATE_PAYER | See and use Change Payer screen | |
| ACT8_PAYMENTS | Access the ACT 8 Payment screen | |
| take special payment | SPECIAL_DEPOSIT | Open a special pay deposit |
| CHANGE_DEPDATE | this defaults to N, so users cannot change the deposit date to something other than the current. Set to Y to allow this for individual users. | |
| CHANGE_PAIDDATE | Change receipt date for transactions within a deposit, but cannot change the deposit or receipt date for the deposit as a whole | |
| CHANGE_PMT_PAIDDATE | Change receipt date for transactions within a deposit, but cannot change the deposit or receipt date for the deposit as a whole | |
| DEPCTL_SOURCE | Show Source field on Deposit Control screen | |
| NEED_REFUND_APPROVED | Default is N, so users do not need a supervisor to approve overpayment refunds for a particular user | |
| ACT_WRITEOFF_REVERSE | Use the Write Off Reversal screen | |
| ACT8_PAYMENTS | Access the ACT 8 Payment screen | |
| view confidential owners | CONFIDENTIAL_ACCT | See names and address of confidential owners against yellow background |
| view only major screens | ACT8002 | Query Account Master |
| ACT8 | Access ACT 8 from ACT 7 | |
| DO_NOT_SEARCH_CALC_BALANCE | If unchecked, account balances automatically appear with search results when the client preference SHOW_ACCT_SEARCH_TOTAL_DUE is set to Y. When this entitlement is checked, you must check the Calculate Balance box to calculate these amounts. | |
| HIDE_MASTER_STATUS_ON_SEARCH | Hide Account Master and Account Status buttons on Account Search | |
| HIDE_OWNER_EBILL_CODE | Hide E-Bill Code field on Owner Detail | |
| ACT8006 | Query Account Status | |
| ACT8007 | Use Account Search | |
| ACT80122 | Query Deposit Status | |
| ACT8026 | Query Ag Rollback | |
| ACT8039 | Query Payment Agreement | |
| CHNGCTL_HISTORY | Query Change Control History | |
| ACT8012 | Query Payment History | |
| ACT8025 | Query Delinquent Status | |
| ACT8024 | Query Fiduciary Master | |
| ACT8040 | Query Fees | |
| ACT80017 | Query Refund Status | |
| ACCOUNT_MATCH | Query Account Match | |
| ACT80022 | Use Levy What If | |
| CHECKBOOK_VIEW | Access Checkbook View Screen | |
| VIEW_IMAGES_DEPSTATUS | View check and coupon images on Deposit Status Remittance screen | |
| VIEW_ONLY_NEW_CERT_YEAR | View data from current tax year + 1 |