Issue

How to set up User Access to lodge tax returns or generate TBAR in Class at the Business Level.

Resolution

Class users with the roles below can only lodge tax returns or generate TBAR at the Business Level.

1. Access Controller
2. Administrator
3. Tax Agent

An Access Controller :

• Defaults to having full access to the Business level
• Can grant the Administrator role and Tax Agent role full access to Business for the above purposes
• Can update access by
  

  Navigate to Business level > Maintain Users  

Refer to Maintain Users in our User Guide for further information.