Employee roles on Business accounts

Business Master Administrator

Business Master Administrators (BMAs) must be a partner, owner, or officer of the business. BMAs have access to all services the Tax Department offers through the Business account and may add other employees to the account.

BMAs have access to Master Administrator Summary and may add or remove BMAs from the Business account. Note: A Business account may have up to five BMAs.

BMAs have access to Employee Summary and may:

• add an employee as a BMA, Manager, or User to the Business account;
• update existing employee roles, update the services a User can access on behalf of the business;
• reset an employee’s password;
• update an employee’s email address and phone number;
• remove employees from the account;
• delete the Business account; and
• lock the Business account.

BMAs have access to Tax Professional Summary and may manage the tax professionals that are authorized to access and receive confidential tax information and conduct transactions on behalf of the business. For more information, see Manage tax professional authorizations in Online Services.

Manager

There is no limit to the number of Managers a BMA can add to the Business account. Managers can:

• access Employee Summary to:
  • add Managers and Users to the account,
  • update Manager and User roles and personal information,
  • update the online services Users are authorized to access,
  • remove other Managers and Users from the account;
• access Account Summary; and
• access all available online services.

Managers have access to Tax Professional Summary and may manage the tax professionals who are authorized to access and receive confidential tax information and conduct transactions on behalf of the business. For more information, see Manage tax professional authorizations in Online Services.

User

Users can access assigned services on behalf of the business.

There is no limit to the number of Users you can have on a Business account.