Managing Users

CCH SureTax allows you to have numerous users access the web portal and each can be assigned a separate role. Each role can be customized to limit access to certain functionality of the site in order to control user's ability to access specific data.

Each CCH SureTax subscription is assigned a master account on the system that can contain many users. Each user is assigned to a role — a defined access level that determines the actions and modules available to the user.

Password Requirements

For security purposes, there are requirements to which all users' passwords must conform.

Passwords must:

  • Be between 8-16 characters
  • Not contain part of your user name or your email ID that exceeds three consecutive characters
  • Contain at least three characters each conforming to one of the following criteria:
    • Uppercase letter
    • Lowercase letter
    • Base 10 digit (0-9)
    • Non-alphabetic character

ClosedAdding a User

  1. Select Menu > Configuration > User Setup.
  2. Click . The Add a User dialog appears.
  3. Select Active user to make the user account active.
  4. Enter the user's name in the First Name and Last Name fields.
  5. Select a Role for this user.

    ClosedDefault Roles

    Default roles are available across the different clients and accounts within SureTax. These roles and their corresponding permissions are established by SureTax and are not editable.

    The following roles are available by default:

    • Analyst. This role has access to view and analyze transactions, run quotes, run reports, and use zip code lookup..

    • ClientAdmin. Administrator for the client. This role can set up users, perform live calculations, cancel transactions, and access modules in accordance with the user agreement.

    • ClientAdmin_PT. Administrator for the client. This role can set up users, perform live calculations, cancel transactions, and access modules in accordance with the user agreement. This role also has access to Promote Tool.

    • ClientAdmin_SP. Administrator for the client. This role can set up users, perform live calculations, cancel transactions, and access modules in accordance with the user agreement. This role also has access to Service Provider.

    • Client End User. This role has access to view user information, invoices & data exchange, add/view/delete configurations, reporting: run existing reports, access to views library, zip code lookup, transaction detail, and import capabilities.

    • ClientUser. User for the client. This role has access to all available modules, depending on client user agreement, except the ability to add users, perform live calculations, or cancel transactions.

    • Customer Exemptions. This role has access to customer exemptions and certificates.

    • NoLoginAccess. Not allowed to login.

    • POSAdvanced. This role has access to point of sale, customer exemptions, zip code lookup, SureAddress, tax applicability, PowerBI reports, tax report requests, and user setup. This role can also perform live calculations and cancel transactions.

    • System Administrator. Access to everything that the client has purchased, Add/View/Edit/Delete functionality, and the ability to set up user access and user roles.

    • Tax Practitioner. Add/View/Edit/Delete access to user setup, view-only access to Data Exchange, and Add/View/Access/Delete for all other functions that the client has purchased that are not performed by the System Administrator.

    • View Only. View only access to Tax Practitioner functions with the ability to access and run existing reports.

    ClosedCustom Roles

    Custom roles can be created by anyone with role configuration read/write access. Custom roles are client/account-specific, and are not available outside the account in which they were set up.

    To create a custom role, do the following:

    1. Go to Menu > Configuration > Roles.
    2. Click .
    3. Select Custom role.
    4. Enter the role name.
    5. Enter a description for the role (optional).
    6. Select from the modules available to you. This filters the permissions that display below.
    7. Select the access permissions for the custom role.

    The new custom role displays under the Custom roles accordion on the Roles screen and can be assigned to new users in User Setup. Once a custom role is created, it can be edited by users with permissions to do so, but they cannot change the name of the role. In that case, the role would need to be deleted and then re-added.

  6. Enter the new user's email address in the Email address field.
  7. Enter the new user's MFA Email address (their email address to use for multi-factor authentication). If the MFA email address is the same, select the Same as email address box.

    8. Note: When the user logs in, CCH SureTax will send a verification code to the email address provided. Suggest to the new user that they add noreply@wolterskluwer.com as a contact so that they don't miss MFA emails.

  8. Enter the new user's Phone number and select the type of phone number.

    9. Note: You can click the Add another phone number link to add more phone numbers.

  9. If the new user should be designated as the preparer on returns, move the slider to Yes. This user's card will display a "Preparer" badge.
    1. Enter the user's Tax ID.
    2. Enter the user's Title or function.
  10. Select the Companies this user can access.
  11. Select the LFEs the user can access. You can select Yes or No for Access to all LFEs. If you select No, you are able to select from a dropdown list of specific LFEs that the user can access.
  12. Click Save. The user will receive an email with a temporary password and a link to CCH SureTax.

ClosedEditing a User

  1. Select Menu > Configuration > User Setup.
  2. Select the user you want to edit. The Edit a User dialog displays.
  3. Edit the information as necessary.
  4. Click the Send a password reset email link if you need to reset the user's password.
  5. Click Save.

ClosedSending a Password Reset Email

  1. Select Menu > Configuration > User Setup.
  2. Select the user to whom you want to send the password reset email. The Edit a User window displays.
  3. Click the Send a password reset email. A confirmation message displays at the top of the window.

ClosedDisabling or Deleting a User

  1. Select Menu > Configuration > User Setup.
  2. Select the user you want to disable or delete. The Edit a User dialog displays.
  3. Do one of the following:
    • If you want to keep the user account in the system but disable the user's access to the CCH SureTax web portal, toggle the Active user selection to No, and click Save.
    • If you want to completely remove the user account from the system, click and then confirm the deletion.