Connect a Tax Advisor for a Customer

As a reseller, you connect your customer's tax advisor to their account yourself, without bessa support. You work in the customer's account under Partner access — the same screen your customer uses.

Prerequisites

• Your reseller access is assigned to the customer's account. The account then appears in your list under Change Account.

• Your customer has asked you to set up the access for them.

How to proceed

1. Switch to the customer's account via Change Account.

2. Open Partner access in the main menu.

3. Add or remove the tax advisor. The individual steps — search for a firm, invite a firm, confirm consent, remove access — are described in the Help under Partner Access.

For a change of tax advisor, add the new firm and then remove the old one.

Consent on behalf

When you add a tax advisor, bessa stores the consent as on behalf, with your name and the time. You thereby confirm that you are entitled to grant the access for your customer. Keep a record of your customer's request, for example by email.

Adding and removing appear in the customer account's Audit Log, with you as the acting person.

What you cannot change here

• Your own connection as reseller appears in the list but cannot be removed.

• The customer's own accounting staff — employees of the customer connected as their accounting — are not connected via Partner access. bessa support sets them up.

• Staff of the firm are not added here. An administrator of the firm does that under Manage Staff.

Common Errors