Tax firm
Employees & Permissions
Employee identities, fixed roles, and client responsibility scopes.
What this menu does
Group employee sign-in, role, and client-scope maintenance.
Where to find it
Tax Firm navigation: Employees & Permissions.
When to use it
- Understand the module boundary before opening a child menu.
- Choose the correct child page for the task at hand.
Before you begin
- Sign in to the Tax Firm portal.
- The account must be allowed to view this menu.
Page regions
- 01Module purpose and boundaries
- 02Child-menu status matrix
- 03Links to available and planned functions
Menus in this group
Business rules and fields
- Business operations are documented on the child-menu pages.
- 2 of 2 child menus are currently available or partially available.
States you may see
Available: all documented child operations are usable.Partially available: implemented and planned child menus coexist.Planned: no child operation is available.
What happens next
- You can identify the correct child menu and its delivery status before starting work.
Common problems
What you seeWhy it happensWhat to do
The menu, client, or action is missing.
The employee role, client assignment, or current record status does not allow it.
Ask a firm administrator to verify the employee role and client assignment, then reopen the page.
A save or load action fails.
The session may have expired, validation may have failed, or the service is temporarily unavailable.
Refresh once, correct any field-level message, and retry. Keep the request identifier if the page provides one.