Setting Permissions for Representative (Applicable if add representative)
This section is to guide how can you set permissions for representative. Refer to this section only if you add representatives to access your company.
1. Login to MyTax website using director’s login.
2. Access to your company by clicking on the Role Selection à Select your company.
3. You will notice the profile will switch to your company.
4. Browse top MyInvois > Preprod to access your company MyInvois Portal.
5. At MyInvois Portal, click on your Taxpayer Profile.
6. Make sure it shows your company profile. If not, you might need to click on the “Switch Taxpayer” to access the correct profile.
7. Scroll to the bottom “Representative” section. You will see a list of representatives that you had added to access your company.
8. On the person that you wish to set the permission, click on the triple dot button > Edit Permissions.
9. A small window will appear. Click on the “Permissions” and set your permissions accordingly. Remember to click “Save” after you assign all the required permissions.
10. Click on the cross button “X” on the top right of the small window to close. You are done and good to go.