Creating or Customizing Roles to Use Tax Audit Files
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:
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Have automatic access to the Tax Audit Files Suitelets and records
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Assign roles to users
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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:
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Go to Setup > Users/Roles > Manage Roles.
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Click Customize or Edit to customize a role
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Click the New Role button to create a new role.
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Enter the following information for the role:
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Name: Type a new name for the role.
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Select a Center Type (for new roles only).
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You set the following restrictions:
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For OneWorld accounts only: Restrict access to subsidiaries.
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Employee restrictions: Use the Employee Restrictions dropdown list to select the following restriction type:
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None –no default
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None – default to own
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Own, subordinate, and unassigned
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Own and subordinates only
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Click the Restrictions subtab to set department, class, and location restrictions
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Set other restrictions that you want to apply to the role (Issue role, Web Services Only role, IP address).
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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
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Click the Forms subtab to set default forms and restrictions for the role.
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Click the Searches subtab to set search defaults for the role.
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Click the Dashboard subtab to select a dashboard to be used by the role.
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Click Save.
Granting Access to Scripts for Tax Audit Files
To grant access to script deployments for Tax Audit Files:
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Go to Customization > Scripting > Script Deployments.
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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
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On the Audience tab, select the roles that you want to give access to.
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Refer to the preceding table to set the appropriate value for the Execute As Role field.
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Click Save.
Related Topics
- Tax Audit Files
- Installing the Tax Audit Files SuiteApp
- Prerequisites for Installing the Tax Audit Files SuiteApp
- Setting Up Tax Audit Files to Use Multiple Queues or Processors
- Setting Up Threshold Configuration on Tax Audit Files
- Setting Tax Audit Files Report Preferences
- Using Tax Audit Files
- France Fichier d’Ecritures Comptables (FEC)
- Germany GoBD Data Export
- Malaysia GST Audit File (GAF)
- Mexico DIOT File (Mexico Compliance SuiteApp)
- Mexico Electronic Accounting File (Mexico Compliance SuiteApp)
- Philippines Tax Audit Files
- Portugal Standard Audit File for Tax Purposes (PT SAF-T)
- Singapore Tax Audit File
- United Arab Emirates Tax Audit File
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OECD SAF-T
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GL Data Extract