Understanding Access Levels

When you share access to your data — whether with a professional or via a verification token — you choose one of two access levels:

Everything a Viewer can do, plus: view evidence, generate reports, download evidence files, generate data exports, and create verification tokens on your behalf. This is the most common level for tax professionals.

Everything a Reporter can do, plus: upload evidence, delete and restore evidence, and view your plans. Use this level only for professionals who actively manage your records.