Tax · Reference

Access and permissions

Which permission each Tax screen needs, who may see and change what, and the rules that keep people from approving their own work.

On this page (9)

Permissions by screen All Tax screens Return record Any tax master Adjustments Corporate tax Determinations Applications > Tax Not done

Permissions by screen

Screen	Menu	Permission needed
Tax overview	Tax > Overview	tax.view
Tax returns	Tax > Returns	tax.view; New tax.return.prepare
Return record	Tax > Returns > open a return	tax.return.prepare / review / approve / submit
Tax adjustments	Tax > Adjustments	tax.view; propose tax.return.prepare; post/reject tax.return.approve
Simulator	Tax > Determination > Simulate	tax.determine
Determinations	Tax > Determination > Determinations	tax.view
Corporate-tax workpapers	Tax > Corporate tax	tax.view; tax.return.prepare / review / approve
Withholding	Tax > Withholding	tax.view; tax.determine
Tax register (R037)	Tax > Reporting > Tax register	tax.view
Tax to ledger (R039)	Tax > Reporting > Tax to ledger	tax.view
Ledger check	Tax > Reporting > Documents against the ledger	tax.view
Tax settings	Tax > Configuration > Tax settings	tax.view; save tax.configure
Registrations	Tax > Configuration > Registrations	tax.view; changes tax.configure
Tax authorities	Tax > Configuration > Tax authorities	tax.view; changes tax.configure
Determination rules	Tax > Configuration > Determination rules	tax.view; changes tax.configure
Classifications	Tax > Configuration > Classifications	tax.view; changes tax.configure
Exemption certificates	Tax > Configuration > Exemption certificates	tax.view; changes tax.configure
Rounding policies	Tax > Configuration > Rounding policies	tax.view; changes tax.configure
Return forms	Tax > Configuration > Return forms and boxes	tax.view; changes tax.configure
Tax groups	Tax > Configuration > Tax groups	tax.view; changes tax.configure
Withholding rules	Tax > Configuration > Withholding rules	tax.view; changes tax.configure
Corporate-tax policies	Tax > Configuration > Corporate-tax policies	tax.view; changes tax.configure
Country packages	Tax > Configuration > Country packages	tax.view; changes tax.configure
Legal sources	Tax > Configuration > Legal sources	tax.view; changes tax.configure
Taxes (tax codes)	Finance > Configuration > Taxes	company.view (list); reference.manage (changes)
Fiscal positions	Finance > Configuration > Fiscal positions	company.view; changes reference.manage
Tax features	Applications > Tax > Features	Company admin
Tax fields	Applications > Tax > Fields	Company admin

All Tax screens

Rule	What the system does
View only	Everything readable; no New/Edit/Activate/Prepare/Review/Approve/Submit; API refused
Company isolation	Not found; group members are read only through an active group of the requesting company

Return record

Rule	What the system does
Preparer, reviewer and approver are three people	Both refused: 'Somebody other than the person who prepared this return must decide it.'
Each return step needs its own permission	Buttons not shown; API refused
Approved return immutable	Refused; only Amend

Any tax master

Rule	What the system does
Author never activates own master	Refused

Adjustments

Rule	What the system does
Proposer cannot post own adjustment	Refused

Corporate tax

Rule	What the system does
Workpaper creator cannot review or approve; reviewer cannot approve	Refused

Determinations

Rule	What the system does
Frozen record tamper check	'Intact' when the stored result matches its SHA-256

Applications > Tax

Rule	What the system does
Switches need two people; return controls protected	Refused / locked

Not done

Rule	What the system does
Rules not enforced on Sales/Purchase line picking	N/A expected - documents still accept a hand-picked code; rules only fill empty lines
Excise, filing connectors, e-filing artefact	N/A expected - Submit only records the act and the reference
Group return across currencies	N/A expected - not consolidated across currencies
Shipped country content	N/A expected - forms, rules and sources are entered and approved by the company's tax specialist; the test form is synthetic
Old reverse-charge bills	Expected: still owes the supplier the tax; the return shows the difference against the ledger
Rule condition builder	N/A expected - conditions are typed as JSON

Updated 3 October 2026