Tax Services Security Authorizations

If security is turned on for your Sage 300 system, the system administrator must assign users security authorization for Tax Services screens.

For information on turning on security, setting up security groups, and assigning authorizations, see Managing Users and Security.

Note: To change the print destination for forms and reports, you must have Change Print Destination security authorization for Administration.

To view records and to print reports in Tax Services, you must belong to a security group with Common Inquiry authorization. Common Inquiry permission by itself does not let you edit any Tax Services records.

To edit records or perform processing tasks, the system administrator must grant the group access to additional tasks from the following list:

Tax Services Security Authorizations

Security Authorization	Description
Common Inquiry	View setup screens and print setup reports.
Maintain Tax Information	Edit tax screens.
Print Tax Tracking Report	Print the Tax Tracking report.
Import Tax Services Data	Import data if access to maintain tax information has been granted.
Export Tax Services Data	Export data if access to maintain tax information has been granted.
Sage 300 Web API	Use the Sage 300 Web API to process GET, POST, PUT, PATCH, and DELETE requests. Note: You must also have authorization to view and/or modify any records or transactions for which API requests will be processed.