Assigning a Role for Generating a PT SAF-T File

You can choose a role, besides the SuiteApp-supported standard roles, that is permitted to generate, view, and download the SAF-T for Billing and SAF-T for Accounting reports provided by the Portugal Localization SuiteApp. This role must not have restrictions to general ledger (GL) accounts.

To assign SAF-T generation permissions to a role:

  1. Go to Setup > Tax Reporting > Manage Tax Reporting Framework Roles.

  2. Click Assign Tax Reporting Framework Permissions to a Role.

  3. In the Role field, select a non-Administrator role to whom you want to grant permissions for generating the PT SAF-T file.

  4. Next to the Country Tax Report permission, select the level Full.

    Next to the Country Tax Reports Preferences permission, select the level Full or View.

    Note:

    These permissions enable the role to generate, view, and export tax reports. For information about other permissions you can grant to a role, see Roles and Permissions in Tax Reporting Framework.

  5. Click Save.

  6. Go to Setup > Users/Roles > Manage Roles.

  7. Click Customize (if the role is a standard Netsuite role) or Edit next to the role that you assign tax reporting framework permissions.

  8. On the Restrictions subtab, see what segments to which this role is restricted.

  9. Verify which accounts are restricted to the mentioned segment on the Restrictions subtab: class, location, or department.

    You can use saved searches to audit roles. For more information, see Use Searches to Audit Roles.

  10. Clear or adjust the restrictions as necessary.

    The role you have chosen must not have restrictions to all GL accounts.

Related Topics

Restricting Accounts for Roles
Setting Up for a Compliant PT SAF-T
Prerequisites for Installing the Portugal Localization SuiteApp
Generating the PT SAF-T File in Portugal Localization SuiteApp
Portugal Localization Overview

General Notices