To update these practice settings, you should be a manager, super user or system administrators.

You can restrict or give employees pre-fill access.

1. Go Maintenance > Security > Task Permissions.
2. From the Product dropdown drop-down, select choose Tax.
3. Select Choose the Group that you would like to give or restrict permissionswant to change permissions for.
4. Under Group Description, click next to expand Maintenance.
5. Select Allow for the options you want to give users:
   • Tax - Pre-fill Download & Save
   • Tax - Pre-fill into Tax
   • Tax - Pre-fill Open Report
   • Tax - Pre-fill Report File Settings
     
     
     
     
6. Click OK. The user will see the changes when they log out and log back in.

1. Click the Tax drop-down and choose Pre-fill Manager.
2. On the Tasks bar, click PLS Agent Settings in the Tasks bar. The PLS Agent Settings and Cloud Software Authentication window displaysappears. The list of agents for your practice is showndisplayed, with information on their:

   • Agent Code

   • Agent Name

   • Agent Number

   • ABN

   • Authorised status

   An Agent is onboarded if they have a A green tick under in the Authorised column means an agent is authorised; otherwise, there will be a red cross. The Refresh link retrieves the software ID for the agent.
3. To onboard an agent who hasn’t yet been authorised, click Get Software ID and follow the onscreen prompts. See Lodgment Manager setup > Registering multiple ABNs for more information.
4. You can define the frequency at which PLS Agents can receive Activity Statement reports. Click the Request AS Report dropdown in the Agent’s row, If you see any red crosses in the Authorised column, to authorise the agent, click the Authorise link and follow the prompts.
5. If you want to set the frequency with which PLS agents receive activity statement reports, click the Request AS Report drop-down and select one of the following:
   

   • Daily – The software will schedule a report to —A report will be automatically retrieved each day for this Agentagent, so that the reports don’t don't need to be manually retrieved.

   • Never – The Agent will not —The agent won't receive a report each day.

6. Click Save to save your changes.