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.