Arrange access before a filing deadline
The portal transition also concerns responsibility: who can view, submit and follow up messages? The appropriate login method and authority depend on the organisation and user. Test access before the return is ready.
Use authorisation rather than shared credentials
Adviser permissions should match the agreed work. Review access when staff, directors or advisers change. A replacement should be able to see outstanding periods and actions without everyone receiving the same permissions.
Treat filing, payment and messages separately
Submission does not mean payment is complete. Assign responsibility for the amount, payment reference and transfer, and retain the submission receipt. Assessments or information requests may have their own deadlines. A handover should record concrete dates and status, not just provide access to a folder.
Source and background: Stap over naar Mijn Belastingdienst Zakelijk.
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