The Tax Role is a user type in Workia designed for tax professionals to manage tax and social security information which allows them to access case records and details specific to their assignments.
Users with this role can view and interact with specific sections of the case details screen, enabling them to focus on their core responsibilities effectively.
📘 This article provides an in-depth overview of the Tax Role. If you need to learn how to change a user's role, check out this article for more information.
Assigning a case to a tax user
For Administrator users only: After a user has been assigned to a tax role, add the user under the Contacts section within the relevant case that you want them assigned. When a tax user is assigned to a case, they will see all their assigned cases on the "My cases".
What can a tax user do in a case?
Once inside a case record, a Tax role user can see and interact with the following sections:
Case Summary (Read-Only)
This section provides an overview of the case. The information here is view-only to maintain data integrity.
General Information (Read-Only)
Tax users can view all general information, but modifications are restricted.
Services
Only the service card relevant to the Tax Role is enabled and positioned at the top. All other service cards are disabled to keep the focus on tax-related tasks.
Within a service card, a tax user can change the status of the service, add an external contact, collaborate with the team members through comments, and upload documents.
Communications (Comments Only)
Tax users can write comments in a case record but will be visible to anyone. Sending of emails is not allowed.
Employee Section (Comments Only)
This includes access to the employee's personal details, passport, and other pertinent information. Tax users can only post a comment on a passport record.
Organization Info - Cost Centers Tab (Read-Only)
Found under Organizational Info, this tab allows viewing of cost centers but restricts edits.
Taxes and Social Security (Editable)
Tax users can fully manage and edit the tax records to handle all tax-related details and social security information.
Tax users can also create a ticket by clicking on the add ticket icon. The tickets will appear on the associated record on where the ticket was linked and created.
Tax Record
Social Security Record
Within the drawer for the Tax or Social Security record, the tax user can also upload documents and leave comments for the associated records.
Checklist Section (Editable)
Tasks that are assigned to the Tax user will be the only tasks displayed.
Tickets Section (Editable)
Only tickets assigned to the user will be visible and editable. Tax users can edit the ticket title and description, change the ticket status, change the ticket type, and requestor, change the tags, and set a due date. Tax users can also leave comments and attach documents.
To Do
The To Do tab lists all tasks assigned to the tax user within checklists associated with their cases. Each task is clearly labeled with the case it belongs to, as well as its current status.
When a tax user clicks on a task, they can do the following:
Set a Priority: Mark the task as a priority by checking the flag, ensuring it stands out in their list.
Set a Due Date: Choose a specific date by which the task needs to be completed.
Set a Reminder: Schedule reminders to help notify the task owner.
Change the Progress: Update the task's progress status.
Add a Subtask: Break down larger tasks into smaller, manageable subtasks. Then users can also mark them as complete when needed by clicking on the checkbox.
Comments: Provide additional details or updates in the comment section, with the ability to mention other users for collaboration and attach documents when needed.
Shared with me
The Shared with Me tab is where tax users can access documents and files that have been specifically shared with them by other users. This tab centralizes all shared content like documents,