AU Tax - Restrict staff access to specific returns
We would like Xero to allow an option for certain staff members to be restricted from viewing all tax returns by default - except for specific returns on an individual basis (i.e. the returns they are working on). Firms are now using offshore providers to assist with some tax preparation and it would be best if offshore users were provided with access to only those clients/returns they are working on, rather than the entire tax database. Is this something that might be achievable in the short term?
Mark Lisina
shared this idea
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Jonathan Swanton
commented
I would also value the ability to quickly and easily select certain tax clients to be visible to certain staff members, similar to how staff can be allocated certain clients via Xero HQ. Seems like an obvious product change.
The current process is very manual and slow, especially if there are a lot of specific clients you want to hide from staff to access.
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James Jaworski
commented
Would be great for the clients set for staff in HQ to reflect client access in XT.
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Robert Petagna
commented
I fully concur. This tax access permission needs to default to no access, and then I can allocate tax access on a job by job basis. This is critical when using offshore staffing solutions
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Larissa Mould
commented
We too require this setting to be made available asap. We need to be able to restrict tax access at the staff level and only allow those selected staff to view client returns that have the tax access turned manually on via the Client tab. To use the current functionality in the Client tab/Options/Tax Access requires you to turn off the staff access for every client one by one and archived client's returns also. This is impossible to do one by one.
You can restrict what jobs a staff member can access, why not tax returns?