Overview of users

Access to the entities within TaxLab is managed by existing users who have access to those entities, or an Administrator.

When a user creates an entity in the system, only that user can access the entity. That user needs to add other users to the entity.

An Administrator has access to all entities, for the purposes of controlling access to the entities, i.e. adding and removing users. The Administrator cannot view the data within the entities. Every firm should have an Administrator. Please contact us to set up your Administrator user account.

Taxlab Support is not responsible for setting up and managing users. 
It is important that someone in your firm, generally a designated Administrator, is responsible for maintaining a list of users and the entities they have access to. 
In the unlikely scenario where you need to contact us to request access to an entity, we will have to follow our security protocol to validate your request before providing access to the entity.

User access types

INC only

By default, this role gives users full access to income tax returns. You can limit this access by selecting the Read Only + Queries option from the INC drop-down list.

FBT only

By default, this role gives users full access to fringe benefit tax returns. You can limit this access by selecting the Cash pay is hidden option from the FBT drop-down list.

Standard

This is the default setting. It gives users full access to both income and fringe benefit tax returns. You have the option to limit access by selecting alternate options from the INC and FBT drop-down lists.

User roles

Assigning user roles allows an entity’s client service team to always have visibility over progress on the Payment tasks and Return tasks for that entity even if the task is assigned to another user.

Assigning Users to roles

1. On the Home page, click the entity’s name.
2. Click the Users tab.
3. Click the user you want to edit.
4. Edit the user’s Role.
   • Users can be assigned to Partner, Manager or Consultant roles on an entity. They can also remain Unassigned.
5. Click Save.

When a user is assigned a Partner, Manager or Consultant role the Payment tasks and Return tasks for the entity will show in that user’s Workflow without the task needing to be assigned to them.

If a user’s role remains as Unassigned, they will only see Payment tasks and Return tasks in Workflow if the task is assigned to that user.

Table of User roles and responsibilities enabled in TaxLab