Tax assignees are client-level roles used in Tax Suite to clarify ownership, drive notifications, and can help with task assignment/reassignment.
These roles are typically referred to as:
Tax Preparer
Tax Reviewer
Tax Manager
Enabling tax return assignees
Go to Practice Settings > Practice Settings
Go to Workflows tab > Tax return settings
Toggle the roles on/off as needed
Override default role titles
Does your firm call the Preparer, Reviewer, and/or Manager by a different title? No worries!
Go to Workflows tab > Tax return settings
Toggle "Override assignee labels" to ON
Rename as needed
Tax return assignee notifications
When an Organizer is completed by a client, notifications are sent to the Tax Preparer/Reviewer/Manager roles for that client’s tax project.
The client list
Similar to close assignees, tax return assignees show up on the client list under their default Preparer/Reviewer/Manager columns.
The client's close
Similar to close assignees, tax return assignees show up at the top of the client's close page.
