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 Tax user to a case
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 tab.
The Tax user Landing Page
Users with a Tax role can access the following functions in the landing page:
Ticket Creation
View everything needing your attention:
Complete assigned Checklist tasks
Review pending Approvals
Sign Documents(if assigned tasks requiring them to do so)
Upload documents(if assigned tasks requiring them to do so)
View Cases if they are assigned as a contact.
Actions
Tax users can view the list of tasks assigned to them in the Actions screen. Here, they can complete tasks without having to open a case every time.
What can a Tax user do in a case?
Tax users can view cases when they are assigned as a contact. Actions and tasks in the case that are assigned to the Tax user can be viewed and completed here.
Case Summary
This section provides an overview of the case. The information here is view-only to maintain data integrity.
Actions & Tickets Section
Tasks that are assigned to the Tax user will be the only tasks displayed here.
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, change the tags, and set a due date.
General Information
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
Tax users can write comments in a case record but will be visible to anyone. Sending of emails is not allowed.
Employee Section
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.
Compensation
Annual Base Salary: Immigration users can view the annual base salary details. While they cannot edit this information, they can leave comments and upload relevant documents.
Allowance Tab: This tab is also view-only, with options for adding comments, uploading documents, and creating tickets from the associated record.
Payroll Tab: Similar to the Allowance tab, this is view-only with capabilities for commenting, document uploads, and ticketing.
Organization Info - Cost Centers Tab
Found under Organizational Info, this tab allows viewing of cost centers but restricts edits.
Social Security
Tax users can fully manage and edit their associated case's social security information.
Tickets
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.
Shared with me
Tax users can view shared items like move plans, cost estimates, compensation calculations and approvals in one place.
