Manage your practice’s default CIS settings for clients
This article explains how to set up default settings for your practice that control whether your clients can access CIS returns in FreeAgent.
Please note:
- Only practice users with an Admin role can manage the practice’s default CIS access settings.
- CIS access settings will be applied to all clients, including those that are linked to the dashboard. However, you can override these default settings for individual clients.
Managing CIS access for clients
Select 'Settings' from the drop-down menu below your practice name.
Next, select ‘Tax submission and access control’ from the ‘My practice’ area.
Select the ‘CIS’ tab.
You can choose whether CIS returns in FreeAgent can be accessed by account managers only, account managers and clients with full (level 8) access, or account managers and clients with level 7 and 8 access.
Once you’re happy with the default CIS access settings, select ‘Save changes’ to complete the process.