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JH72
Level 1

When I was primary user I had tools to submit our VAT return. Now I have allocated someone else as Primary user and made myself a 'general user' Have I lost this tool.

URGENT QUERY FOR MAKING OUR VAT RETURN As primary user you can make the VAT return from QB Can you do this as a general sales/purchase user?

1 REPLY 1
FateCandylaneT
QuickBooks Team

When I was primary user I had tools to submit our VAT return. Now I have allocated someone else as Primary user and made myself a 'general user' Have I lost this tool.

Users assigned to general sales or purchase roles are generally restricted from submitting VAT returns, JH72.

 

You can request access from your Primary Admin to re-assign this back to you, or assign it to roles such as Company Admin, Standard All-Access, or In-House Accountant. These user permissions have the necessary access to accounting features and VAT.

 

To do this, provide these steps to your Primary Admin user to re-assign this role back to you:

 

  1. In QBO, go to Settings and select Manage Users.
  2. Find the user you want to make the primary admin.
  3. In the Action column, click Edit and change their role to Company Admin. Then, Save Changes.
  4. Select the ▼ dropdown under the Action column and select Make primary admin.
  5. Select Change primary admin to confirm the change.
  6. Then, sign out of QuickBooks.

 

 

However, if you wish to remain the Primary user, let them assign these roles to you:

 

  1. From the Manage Users page, click on the specific user.
  2. Change the role to either Company Admin, Standard All-Access, or In-House Accountant.
  3. Then, Done.

 

If the VAT return is urgent and can’t be delayed, the current Primary Admin users can temporarily submit it on your behalf.

 

Let me know anytime on this forum for any additional queries.

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