Set a Multi-User Work Environment

This option allows your firm to have more than one transmitter. The use of a shared transmission database makes the EFILE information accessible to all users for control and follow-up purposes.

With this option, the transmission database must be located in an area that is accessible to all transmitters so that it can be updated regularly.

Ideally, this location is determined during installation, so that the necessary files and directories may be installed correctly. If you have not determined a common location at the moment of installation, choose either of the following methods:

• Move the database to a location on the network; or
• Keep the database on a local hard disk, making sure that the EFILE folder is shared.

In all cases, you will need to set the location of the transmission database and the transmission files.

Notes: The database is composed of the EFILE folder and all subfolders. Make sure that all subfolders provide the same level of access rights to the network. If you choose to keep the database on a local hard disk that is shared, you must specify the location as a UNC path (i.e. \\…\) even on the workstation where the EFILE database is installed. In a multi-user work environment where a network version of Personal Taxprep is used, preparers who transmit returns electronically must have the required rights to do this.

If you assign the transmission database to a single transmitter, it can remain on the local hard disk. However, other users will not be able to access the EFILE Log.