Assign access rights to a tax agent

This section of the guide explains how to assign access rights to a tax agent.

This functionality makes it possible to assign accesses and rights to a tax agent. As soon as the right has been selected, it will no longer appear in the list of available rights. This procedure can be repeated as many times as necessary. Reverse the procedure to move the access right back to the list of available items.

To assign access rights to a tax agent:

1. Click the Tax Agents menu. This action opens the List of the Tax agents page;
2. Go to the Search field and fill out the requested information. If you do not know the full name of the tax agent, enter the first two or three letters. You can also use the same procedure for the email address;
3. Click the Magnifying glass icon. This action calls up items on the screen;

4. Use the rightward or the leftward arrows to display items on the screen, if required;
5. Click the Edit or View button corresponding to the desired tax agent. This action opens the Tax Agent Details page;

6. Click the Accesses tab then click the Add Access button. This action opens the page New Access.

7. Enter the Taxpayer TIN Number. If you don't know the full TIN, enter the first characters;
8. Click on the Search+ button. This action displays the TINs matching the search criteria;
9. Use the rightward or the leftward arrows to display items on the screen, if required;
10. Click the Select button corresponding to the desired taxpayer. This action opens the New access page;

11. Enter the Start Date;
12. In the Access Rights section, use the direction arrows to select values as appropriate. Clicking the arrows moves items from the right (Available) to the left (Selected), from top to bottom, or vice versa;
13. Click the Save button. This action adds the taxpayer to the tax agent's list and redirects you to the Accesses page.