TaxStatus Administrators can manage users in the System Settings page.
Navigate to Users under System settings
Adding Users - one at a time
Adding Users - one at a time
Click Add new user
Enter their information. Click the box to Send welcome email. Save.
The new user will receive an email with "Welcome to TaxStatus" in the subject line. The email contains a unique link for them to set up their TaxStatus account using that email address.
Unless your internal policies dictate otherwise, we recommend using mobile numbers to receive MFA codes.
Adding Users - bulk
Adding Users - bulk
Copy the self-registration link and email it to all users you would like to add.
Since it is possible for this link to be sent outside of your system, each user who registers using the link will have their access set to Denied.
Once your users register, an Admin must revisit the Company Settings page and adjust each registered user's access level.
Save users before exiting.
Unless your internal policies dictate otherwise, we recommend using mobile numbers to receive MFA codes.
What are the user roles?
What are the user roles?
Tax Records - The most basic user access level. These users can
add new cases/taxpayers
send consent requests
upload wet-signed 8821 forms
view/download tax transcripts
set up notifications specific to each taxpayer
access Client IDs if that feature applies to your TaxStatus plan
Records and Insights - These users have all visibility available to those with Tax Records access AND they can
view the Insights tab
print TaxStatus and Collections Reports
download the Employment Pro report
download the Wealth Report
Admin - These users have all the same access provided to those with Records and Insights access. Admins also have access to the System Settings page where they can
set company defaults
add company branding
create and manage Taxpayer Consent Experiences
activate partner integrations
set up and manage Portfolio Monitoring
manage TaxStatus system users
print transaction reports
Denied - Use this option when someone leaves your company so they can no longer access your customers' tax records. They will not be allowed to log into the TaxStatus system.
View only - This option does not apply to most use cases. Please contact your account manager or [email protected] for more information.
Delete - This will remove this user from your visibility and removes their access to the TaxStatus system.
Give a user access to TaxStatus reports
Give a user access to TaxStatus reports
To give a user access to TaxStatus reports, check the box below their access level:
System reports will appear in their Settings dropdown.
