Connection Roles

All Read Only, Documents Only, Data Provider and Data Approver connections grant permissions to the Contact, to access the Client’s General Documents folder on the Documents page. A Contact can have one or more connections to a Client

2.1 Personal Tax

Role Name Permissions Data Provider Grants the contact access to the client’s Personal Tax documents folder, the contact is allowed to upload files. Grants the contact access to the client’s UK Tax Return, and permission to provide data, but not submit the completed Tax Return. Data Approver Grants the user to see the client’s data but not do anything, even upload documents. Grants the contact access to the client’s UK Tax Return, as well as permission to provide data and submit the completed Tax Return.

2.2 Business Tax

Role Name Permissions Business – Basic User Grants no permissions and just shows a connection exists. Business – Read Only Grants the contact access to the client’s Corporation Tax documents folder, but they can only read documents, not upload. Grants the contact access to read Document Approvals for the client. Business – Documents Only Grants the contact access to the client’s Corporation Tax documents folder; the contact is allowed to upload files. Business – Data Provider Grants the contact access to the client’s Corporation Tax documents folder; the contact is allowed to upload files. Grants the contact access to read Document Approvals for the client, but not approve them. Grants the contact access to provide data for the client’s Tax Information Request, but not submit the completed form. Business – Data Approver Grants all the permissions of "Business – Data Provider" Grants the contact permission to approve document approvals for the client. Grants the contact permission to submit the completed Tax Information Request.

2.3 Partnership

Role Name Permissions Partnership – Basic User Grants no permissions and just shows a connection exists. Partnership – Read Only Grants the contact access to the client’s Partnership documents folder, but they can only read documents, not upload. Page | 5 Grants the contact access to read Document Approvals for the client. Partnership – Documents Only Grants the contact access to the client’s Partnership documents folder; the contact is allowed to upload files. Partnership – Data Provider Grants the contact access to the client’s Partnership documents folder; the contact is allowed to upload files. Grants the contact access to read Document Approvals for the client, but not approve them. Partnership – Data Approver Grants all the permissions of "Partnership – Data Provider" Grants the contact permission to approve document approvals for the client.

2.4 Trust

Role Name Permissions Trust – Basic User Grants no permissions and just shows a connection exists. Trust – Read Only Grants the contact access to the client’s Trust documents folder, but they can only read documents, not upload. Grants the contact access to read Document Approvals for the client. Trust – Documents Only Grants the contact access to the client’s Trust documents folder; the contact is allowed to upload files. Trust – Data Provider Grants the contact access to the client’s Trust documents folder; the contact is allowed to upload files. Grants the contact access to read Document Approvals for the client, but not approve them. Trust – Data Approver Grants all the permissions of "Trust – Data Provider" Grants the contact permission to approve document approvals for the client.

2.5 Payroll

Role Name Permissions Payroll – Basic User Grants no permissions and just shows a connection exists. Payroll – Read Only Grants the contact access to the client’s Payroll documents folder, but they can only read documents, not upload. Grants the contact access to read Document Approvals for the client. Payroll – Documents Only Grants the contact access to the client’s Payroll documents folder; the contact is allowed to upload files. Payroll – Data Provider Grants the contact access to the client’s Payroll documents folder; the contact is allowed to upload files. Grants the contact access to read Document Approvals for the client, but not approve them. Payroll – Data Approver Grants all the permissions of "Payroll – Data Provider" Grants the contact permission to approve document approvals for the client.

2.6 US Tax

Role Name Permissions US Tax – Basic User Grants no permissions and just shows a connection exists. US Tax – Read Only Grants the contact access to the client’s US Tax Returns sub folder of the Personal Tax documents folder, but they can only read documents, not upload. Grants the contact access to read Document Approvals for the client. Page | 6 US Tax – Documents Only Grants the contact access to the client’s US Tax Returns sub folder of the Personal Tax documents folder; the contact is allowed to upload files. US Tax – Data Provider Grants the contact access to the client’s US Tax Returns sub folder of the Personal Tax documents folder; the contact is allowed to upload files. Grants the contact access to read Document Approvals for the client, but not approve them. Grants the contact access to provide data for the client’s US Tax Return, but not submit the completed form. US Tax – Data Approver Grants all the permissions of "US Tax – Data Provider" Grants the contact permission to approve document approvals for the client. Grants the contact permission to submit the completed US Tax Return.

2.7 Research And Development

Role Name Permissions RandD – Basic User Grants no permissions and just shows a connection exists. RandD – Read Only Grants the contact access to the client’s Research And Development documents folder, but they can only read documents, not upload. Grants the contact access to read Document Approvals for the client. RandD – Documents Only Grants the contact access to the client’s Research And Development documents folder; the contact is allowed to upload files. RandD – Data Provider Grants the contact access to the client’s Research And Development documents folder; the contact is allowed to upload files. Grants the contact access to read Document Approvals for the client, but not approve them. RandD – Data Approver Grants all the permissions of "RandD – Data Provider" Grants the contact permission to approve document approvals for the client.

2.8 Organisation

Role Name Permissions Organisation – Basic User Grants no permissions and just shows a connection exists. Organisation – Read Only Grants the contact access to only the client’s General Documents documents folder, but they can only read documents, not upload. Grants the contact access to read Document Approvals for the client. Organisation – Documents Only Grants the contact access to only the client’s General Documents documents folder; the contact is allowed to upload files. Organisation – Data Provider Grants the contact access to only the client’s General Documents documents folder; the contact is allowed to upload files. Grants the contact access to read Document Approvals for the client, but not approve them. Organisation – Data Approver Grants all the permissions of "Organisation – Data Provider" Grants the contact permission to approve document approvals for the client. Page | 7

3 Connections

Users will need to create a connection from a Contact to a Client. Open the Contact’s “contact” record and select the “Connections” tab. Click “+ New Connection” in the toolbar on the sub grid. Populate the “Name” field with the Client that the Contact is to be connected to. Populate the “As this role” field with the connection role that the contact requires. Press Save & Close, this will trigger a process which will provide the Contact with all of their permissions to access the Client’s data. If the contact required multiple permission sets, i.e. Business Tax and Payroll, create 2 connections from the Contact to the client, with the relevant permission levels. Page | 8 If a permission level needs to be changed, for example from Business Tax – Data Approver to Business Tax – Documents Only. Delete the Business Tax – Data Approver connection, and then create a new connection with the Business Tax – Documents Only role.