Access Tax - Add a new user in Access Tax

Add or edit users in Access Tax

Log in to Access Tax.
Click the Practice Setting icon then click Users.
To add a user, click on the +Add Practice User button.
Enter a valid email address for the new user when prompted and then click on the Add User to Practice button.
To edit the details of the user (newly added or existing), click on the user to open the Edit Practice User window under Practice Settings.
Once the details are added or edited, click on Save to save the settings for the user.
Click OK to return to the Practice Settings window.
Each new user entered will receive a welcome email. Click the link within this email to set the password and register for MFA.

A user may encounter a situation where the Add User button is not visible under Practice Settings, Users.

To resolve the issue, the system administrator will need to:

The system administrator will log in to Access Tax.
Go to the Practice Settings icon, Integration, then click Authorise.

The system administrator can log in to Integration Server.
Under Product Setup, go to Access Tax Settings, Re-authorise by clicking the broken red link.