If you are an Administrator, you can grant online access to your business’s online tax and license accounts. You may want to do this if you have a bookkeeper, tax preparer, registered agent, or other third-party representative. Or, you may be a bookkeeper or tax preparer and need to grant access to your client so that they can access their filings for their business.
There are two types of access types that you can assign each user.
Administrator – Unlimited access that allows users to:
Account Manager – Restricted access that only allows users to:
You can also further restrict permissions for Account Managers on tax accounts:
Review list of permissions for each access type