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Assign user permissions
This guide offers step-by-step instructions for managing user permissions within an account. 1) Click the Users icon and click on the name you want to adjust permissions. 2) Click the Access Rights button to grant users access to entities, allowing ...
Export User and Notes Activity
Learn how to export your VAT Return, transaction details, and notes activity in generate.TAX. This guide walks you through the available export options, helping you efficiently retrieve the data you need. 1) All activity during the return process, ...
Add a new user
This guide offers step-by-step instructions for adding users. 1) Click the Users icon. 2) In the Users page, click the Add a user button. 3) Choose between User or Client and enter the First Name, Last Name and the Email Address. 4) Click Send Invite ...
User action logs
This step-by-step guide will explain user action logs. 1) The Activity button allows you to view the history of all actions taken in any submission, including any exceptions adjustments. 2) You will see the full history, including the timeframe of ...
View login history
This guide shows step-by-step instructions on how to view login history. 1) There are 2 ways you can access this data, either by clicking on the name of the user you want to check details for. 2) Then click on the Login History tab. 3) A list of all ...