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Client permissions report for tax professional accounts

The client permissions report provides a comprehensive view of tax professional Online Services (OLS) account master administrator’s and users’ permissions for their clients.

Account master administrators will have default access to the client permissions report(s) automatically.  Account users will have access to the client permissions report(s) based on either their administrative access they have been assigned to their firm (see chart below), or based on their assignment to a specific client. 

Administrative permission to manage accessWill the user have access to all of the client permissions reports?
Without delegation selected With delegation selected Nothing selected Yes No
X X
X X
X X—Access is based on assignment to specific clients

Once logged into your Online Services account, you can find the client permissions report(s) by selecting ‘Manage client access’ under your client information section, you will be directed to the ‘Manage Client Access for Online Services’ page.


Business client permissions report showing the location of your firm's information, the client's general information, the date the report was run, and information about each person on your account with access to the client (including their personal information, role, and access to services for the client).

Individual client permissions report showing the location of your firm's information, the client's general information, the date the report was run, and information about each person on your account with access to the client (including their personal information, role, and access to services for the client).

Updated: