SAM230100 | Making Tax Digital for income tax Self-Assessment: internal ETMP roles: guidance for CSG managers

As part of MTD, ITSA ETMP roles are available in SRS for you to assign to your team within CSG.

When allocating roles, keep it simple — only give the combination of ITSA ETMP roles, the user needs to carry out their day-to-day job.

There are some ITSA ETMP role combinations that should not be assigned together.

These restrictions are in place to reduce risk, support a good customer service and help to reduce fraud.

What you need to check before assigning roles

Not everyone will need the same level of ETMP access. Some staff will need more roles than others and users can have a combination of:

• View access (read-only)

• Edit access (to make changes)

Before you submit a request, SRS will indicate whether a business case is required to support the allocation of these IT roles.

You need to consider:

• What does this person need to do in their role day-to-day?

• What access they need and why?

To avoid delays, try to include all required ITSA ETMP roles for each user, in a single SRS request.

Where appropriate, bulk uploads will be done by CDIO.

Roles and access

PT Operations - Line managers make requests via the Admin Team.

Other directorates make requests via SRS and the instructions are below:

• Go to Browse SRS

• Go to User Management

• Add services for a single user

• Search by PID / name

• Request roles as per your Head of Duty