Australia only
You can now hide or make visible a client’s tax file number (TFN) to employees of a specific security group.
The #Client#Show Tax File Number task permission in the Client group for the Central product can be set using Maintenance > Maintenance Map > Security > Task Permissions.
The client’s TFN has also been added as an Extra field on the Client page > Extra tab.
If you choose to hide a client’s TFN, then:
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it will not be displayed in any Reports
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(AE) it will not be available as a merged field in Document Manager
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an employee will not be able to enter a TFN on the Client page > Main tab
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an employee will not be able to enter a TFN on the Client page > Extra tab.
To hide/allow the visibility of a client’s TFN
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Select Maintenance > Maintenance Map > Security > Task Permissions. The Maintenance — Task Permissions page opens.
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Select the Central from the Product drop-down.
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Select the Group (security group) from the drop-down that you want to change the task permissions for. The Group Descriptions assigned to the Group are listed in the panel.
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Click
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Select the checkbox in the Allow column to give permission to #Client#Show Tax File Number allow the display of client TFNs.
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Deselect the checkbox in the Allow column for #Client#Show Tax File Number if you do not want to display client TFNs.
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Click OK to save the changes and close the Maintenance — Task Permissions page.
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Close and re-open AE/AO.
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Open a client and check the client’s TFN has also been added as an Extra field on the Client page > Extra tab.