Creating or Customizing Roles to Use Tax Audit Files

Important:

Tax Audit Files SuiteApp isn't compatible with the SuiteTax feature. If the SuiteTax feature is enabled in your NetSuite account, please don't 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 the tax audit file reporting features.

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

To create or customize a role for tax audit file reporting, you'll need to add permissions and give the roles access to the required script deployments.

Adding Permissions to Custom Roles for Tax Audit Files

To add permissions to a custom role:

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

  2. Click Customize or Edit to update a role.

  3. Click the New Role button to create a new role.

  4. Enter the following information for the role:

    1. Name: Enter a new name for the role.

    2. Select a Center Type (for new roles only).

  5. You set the following restrictions:

    1. For OneWorld accounts – Restrict access to subsidiaries.

    2. Employee restrictions – You can use the Employee Restrictions dropdown list to select from the following restriction types:

      • 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.

  6. Set any other restrictions you want to apply to the role (Issue role, Web Services Only role, IP address).

  7. 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 only necessary if you're 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

  8. Click the Forms subtab to set default forms and restrictions for the role.

  9. Click the Searches subtab to set search defaults for the role.

  10. Click the Dashboard subtab to select a dashboard to for the role.

  11. Click Save.

Granting Access to Scripts for Tax Audit Files

To grant access to script deployments for Tax Audit Files:

  1. Go to Customization > Scripting > Script Deployments.

  2. 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

  3. On the Audience tab, select the roles you want to give access to.

  4. Refer to the previous table to set the appropriate value for the Execute As Role field.

  5. Click Save.

Related Topics

General Notices