Tax roles and permissions

Only available if licensed for IRIS Elements Tax.

Four roles are available for IRIS Elements Tax users:

  • Junior
  • Senior
  • Manager
  • Administrator

which have the following permissions:

Permission Role
Junior Senior Manager Administrator
Create tax returns   Yes Yes Yes
Create tax returns in bulk   Yes Yes Yes
Delete tax returns       Yes
Download tax returns     Yes Yes
Prepare tax returns for submission     Yes Yes
Unlock submitted tax returns     Yes Yes