Admin
Maintains access and the master records that establish filing scope.
Can
- Manage Users, Organizations, filing periods, tax registrations, tax accounts, team members
- View tax returns, tax notices, tax payments, operation receipts
- Tax Filing Platform
- Roles and access
Who can do what in Tax Filing Platform
Give preparation, approval, release and evidence review clear owners.
Who can do what
| Role | Entities and registrations | Filing periods and declarations | Tax returns | Notices and assessments | Payments and remittance | Evidence and control |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
| Filing Specialist | View | View | Edit | View | View | Edit |
| Tax Accountant | — | Edit | Edit | View | — | — |
| Tax Manager | — | View | View | Approve | View | Edit |
| Treasury Analyst | View | — | View | View | Edit | View |
| External Auditor | — | View | View | View | View | View |
Each role in detail
Filing Specialist
Prepares returns and records submission results for the filing cycle.
Can
- Manage tax returns, return lines, filing evidence
- View filing periods, Organizations, tax registrations, operation receipts
Starts on: AR Invoice Register
Tax Accountant
Checks declarations, return amounts and tax-account classification.
Can
- Manage Declarations, declaration lines, tax accounts
- View tax returns, return lines, filing periods, tax notices
Starts on: Declarations Unposted
Tax Manager
Decides notice approval and reviews filing exceptions.
Can
- Manage tax notices, notice lines, review decisions
- View tax returns, Declarations, filing periods, operation receipts
Reviews and approves
- Approve tax notices
Starts on: Declarations Unposted
Treasury Analyst
Schedules and releases remittances, then records bank references and reconciliation.
Can
- Manage tax payments
- View tax notices, tax returns, tax registrations, operation receipts
Starts on: Notices Past Due
External Auditor
Reads the evidence and recorded decisions behind a filing.
Can
- View filing evidence, review decisions, operation receipts, tax returns, tax notices, tax payments, Declarations
Starts on: Notices Settled
Set up Tax Filing Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.