Tax Agent Role Option

Introduction

A new user role as Tax Agent is now available in Financio.

Functions

• The Tax Agent role allows the user to perform tax submissions on behalf of their clients

(Please note that users can choose to set up their permission level as User, SuperUser, Admin or Tax Agent)

Steps to set up the user permission

• Navigate to Control Panel > Company > Users

• Click Add New or the View button

• View User Pop-up - Check the Tax Agent checkbox to flag the user as a Tax Agent

• Click Update

Related article: How to Add and Manage Users