Mobile App
Invite your Agent
Here we explain how you can give your accountant, bookkeeper or tax agent access to your payroll.
If you're an employer using Payroller, you might want to give your account/bookkeeper/tax agent access to your payroll.
To do so, click on the button that says 'Invite Accountant'.
Please note that if your pop-up is hidden you may need to zoom out of the screen by selecting ctrl- on pc or Command- on Mac.
If you have zoomed out of the screen and the invite accountant button is missing you may have already connected an accountant, please check out settings > organisation settings> Linked Agent. If you have completed both and are still experiencing issues please reach out to us at [email protected].
A pop-up will appear. Enter the email of your accountant/bookkeeper/tax agent and press 'Send Invitation'.
Your accountant/bookkeeper/tax agent will be sent an email with a link for them to click on which will allow them to access your payroll data.
Your accountant/bookkeeper/tax agent will need to accept this invitation within a certain time frame. If the link has expired by the time they click on it, just follow the same steps as before to resend it.
If your accountant/bookkeeper/tax agent doesn't receive this email, ask them to check their spam or junk folder. If it still can't be found, ask them to reach out to [email protected] or the support chat and our support team will help them out.
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