Tax Operations Roles

Table A-13 Tax Operations Roles

Role Description
Tax Operations Administrator Administers Tax Operations. Performs the tasks that Close Power User and Close User can perform.
Tax Operations Power User
  • Create and manage alert types

  • Performs tasks that Tax Operations User can perform

Tax Operations User

Performs these tasks:

  • Views templates

  • Accesses transactional dashboards

  • Modifies status

  • Creates and modifies alerts, comments, and questions

  • Creates and manages filters

Tax Operations Report Designer Designs reports that display Tax Operations data.