Manage a client’s tax permissions
This article explains how to customise which taxes a client can access and make submissions for.
The practice’s default tax submission and access settings will be applied to all clients, however, you can set specific tax permissions for individual clients and choose which taxes and reports to display and whether to show or hide the tax amounts due, on their Tax Timeline.
Please note:
- Only practice users with an Admin role can update a client’s tax permissions.
- Updating a client’s tax permissions will override the default settings for the practice for that particular client. If the relevant box is later unticked, the client’s tax permissions will revert back to the practice’s default settings.
Customising a client’s tax permissions
Log in to your Practice Dashboard and select the client’s name from the list to view their client profile.
Select the ‘Tax permissions’ tab.
This will display the client’s current tax permissions based on the default settings for the practice.
To edit these permissions, select the ‘More’ button in the top-right and choose ‘Edit tax permissions’ from the drop-down menu.
You can then edit the client’s End of Year, Income Tax, VAT, CIS and Tax Timeline permissions. Select the relevant tab.
To edit the client’s permissions for that tax, untick the ‘Use default [X] permissions’ checkbox.
You can then choose edit the client's permissions for the selected tax.
Once you’re happy with the permissions, select ‘Save changes’ to complete the process.
The client’s tax permissions will then be updated to these new custom permissions.