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Thread: Shared access for Tax practitioner

  1. #1
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    Shared access for Tax practitioner

    Hi Everyone

    I have received a request from auditors to give them Shared access on my VAT (efiling). I am unsure of how to actually do this. Can someone please help me with this. When I view the request and want to authorise then it says that "am I sure I want to transfer" I only want to give them shared access as I still do the submission of the VAT.

    thanks for your help

    Regards
    Stephanie

  2. #2
    Bronze Member Elijah's Avatar
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    Hi Stephanie

    Go to Organisations, then Rights Groups, then Manage Groups, then Create new Groups, thereafter there will be a dropdown list with various Authorisation levels. The Configuring depends on each situation.

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