Creating or Customizing Roles to Use Tax Audit Files

Important:

Tax Audit Files SuiteApp is not compatible with the SuiteTax feature. If the SuiteTax feature is enabled in your NetSuite account, please do not install this SuiteApp.

The tax audit files require access to all transaction data from NetSuite. Only an administrator or someone with full permission over transaction records can use tax audit file reporting features.

The Tax Audit Files Accountant and Tax Audit Files CFO are custom roles that are automatically provided when you install the Tax Audit Files SuiteApp. With these custom roles, you can do the following:

Have automatic access to the Tax Audit Files Suitelets and records
Assign roles to users
Create or customize any role to access the tax audit file reporting features

To create or customize a role with access to tax audit file reporting features, you must add permissions and grant the roles access to the required script deployments.

Adding Permissions to Custom Roles for Tax Audit Files

To add permissions to a custom role:

Go to Setup > Users/Roles > Manage Roles.
Click Customize or Edit to customize a role
Click the New Role button to create a new role.
Enter the following information for the role:
1. Name: Type a new name for the role.
2. Select a Center Type (for new roles only).
You set the following restrictions:
1. For OneWorld accounts only: Restrict access to subsidiaries.
2. Employee restrictions: Use the Employee Restrictions dropdown list to select the following restriction type:
  - None –no default
  - None – default to own
  - Own, subordinate, and unassigned
  - Own and subordinates only
3. Click the Restrictions subtab to set department, class, and location restrictions
Set other restrictions that you want to apply to the role (Issue role, Web Services Only role, IP address).

Click the Permissions subtab to set the following permissions for the role on Transactions, Reports, Lists, Setup, and Custom Records:

Subtab	Permission	Level	Comments
Transactions	Find Transaction	Full	Required
Lists	Subsidiaries	View	This is necessary only if you are using a OneWorld account
Lists	Tax Items	View	Required
Setup	Manage Accounting Periods	Full	Required
Setup	Manage Tax Reporting Periods	Full	Required
Setup	Set Up Company	Full	Required
Custom Records	Record: 4599 Custom Record	Full	Required
Custom Records	Record: 4599 System Note	Full	Required

Click the Forms subtab to set default forms and restrictions for the role.
Click the Searches subtab to set search defaults for the role.
Click the Dashboard subtab to select a dashboard to be used by the role.
Click Save.

Granting Access to Scripts for Tax Audit Files

To grant access to script deployments for Tax Audit Files:

Go to Customization > Scripting > Script Deployments.

Click the Edit link of the following scripts:

Purpose	Script Deployment Name	Deployment ID	Execute As Role
To use Tax Audit Files features	Tax Audit Files Suitelet	customdeploy_4599_main_s	Administrator
To grant access to custom roles	Tax Audit Files Filter	customdeploy_taf_filter	Current Role

On the Audience tab, select the roles that you want to give access to.
Refer to the preceding table to set the appropriate value for the Execute As Role field.
Click Save.

Adding Permissions to Custom Roles for Tax Audit Files

To add permissions to a custom role:

Granting Access to Scripts for Tax Audit Files

To grant access to script deployments for Tax Audit Files:

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