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Department of Taxation and Finance

Employee roles on Tax Professional accounts

Administrator

Administrators have access to Client Summary and may:

  • add clients to your Tax Professional account,
  • view a client's confidential tax information and conduct transactions on the client's behalf,
  • update the transactions you are authorized to perform on behalf of a client,
  • update the Users assigned to a client, and
  • remove clients from your Tax Professional account.

Note: When expanding or updating your authorization in your account to perform transactions on behalf of a client, you must have the client's completed and signed E-ZRep Form TR-2000 on file. See E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization information, for more information.

Administrators have access to Employee Summary and may:

  • add an employee to your Tax Professional account as an Administrator, Manager, or User;
  • update an employee's role;
  • reset an employee's password;
  • update an employee's email address and phone number;
  • update the clients assigned to a User;
  • remove other employees from your account; and
  • delete your Tax Professional account.

A Tax Professional account may have up to five Administrators.

Manager

Managers have access to Client Summary and may:

  • add clients to your Tax Professional account,
  • view a client's confidential tax information and conduct transactions on the client's behalf,
  • update the transactions you are authorized to perform on behalf of a client,
  • update the Users assigned to a client, and
  • remove clients from your Tax Professional account.

Note: When expanding or updating your authorization in your account to perform transactions on behalf of a client, you must have the client's completed and signed E-ZRep Form TR-2000 on file. See E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization information, for more information.

Managers have access to Employee Summary and may:

  • add an employee to your Tax Professional account as a Manager or User,
  • update a Manager's or User's role,
  • reset a Manager's or User's password,
  • update a Manager's or User's email address and phone number,
  • update the clients assigned to a User, and
  • remove other Managers and Users from your account.

There is no limit to the number of Managers you can have on a Tax Professional account.

User

Users have:

  • no access to other employees on your Tax Professional account, and
  • limited access to Client Summary; a User must be assigned access to a client by an Administrator or Manager before the User can view confidential tax information and conduct transactions on the client's behalf. Users may be assigned access:
    • to specific clients, or
    • to all current and future clients on the account.

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

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