Roles & Permissions

Feature	Owner	Admin	Developer	Approver	Operator	Approver & Transmitter
business profile	write	write	read	read	read	read
token	read	read	read	—	—	—
users & roles	write	write	—	—	—	—
tax determination	write	write	read	write	write	write
tax determination - download	read	read	read	read	read	read
view filing	read	read	read	read	read	read
edit information setup	write	write	—	write	write	write
information setup	read	read	—	read	read	read
upload	write	write	—	write	write	write
filing send to review	write	write	—	write	read	write
review	read	read	—	read	read	read
filing send to approve	write	write	—	write	read	write
preparing filing	read	read	—	read	read	read
filing reject	write	write	—	write	read	write
rejected	read	read	—	read	read	read
filing file	write	write	—	write	read	write
filed	read	read	—	read	read	write
filing change assignee	write	write	—	write	read	write
filing download tax return	read	read	—	read	read	read
filing download invoices	read	read	—	read	read	read
view invoicing	read	read	read	read	read	read
create invoice	write	write	—	write	write	write
download invoices	read	read	read	read	read	read

Legend: write = create/edit access · read = view-only access · — = no access