Dayforce Tax Attributes and Roles

IAM Customer Admin Guide

Version
2024.4
Dayforce Tax Attributes and Roles

The following table identifies the recommended or required attributes to assign for each Dayforce Tax partner application role.

Market segments determine which:

  • Calendar of tax deadlines the user can see on the Home page in Dayforce Tax

  • Versions of the tax QE planner the user can download from Dayforce Tax

Dayforce Tax roles and attributes

Dayforce Tax Attributes

Attribute Description

Dayforce Tax Customer Admin

Dayforce Tax Customer User

ACA External

ACA clients with access to non-admin pages in Dayforce Tax and access by company code

Optional

Optional

Garnishments

Grants the user access to Garnishments in Dayforce Tax.

Optional

Optional

PDM Payroll Reporting

Grants the user access to PDM Payroll Reporting

Optional

Optional

Tax Processor

Does day-to-day monitoring, viewing, editing, and release files

Optional

Optional

Tax Representative

General business user with access to non-admin pages in Dayforce Tax

Optional

Optional

Users with the Dayforce Tax Customer Admin and Dayforce Tax Customer User roles must be assigned at least one, but only one, market segment.

Market Segment – Dayforce

This segment is for Dayforce.

Select only one market segment.

Select only one market segment.

Market Segment – Freedom

Freedom market

Select only one market segment.

Select only one market segment.

Market Segment – Signature

Signature market

Select only one market segment.

Select only one market segment.

Market Segment – Remarketing

Remarketing

Select only one market segment.

Select only one market segment.

Market Segment – Standalone Alliance

Standalone alliances

Select only one market segment.

Select only one market segment.

Market Segment – Standalone Major Accounts

Standalone major accounts

Select only one market segment.

Select only one market segment.

To assign role attributes:

  1. Click the Users button on the Home page.
  2. On the Users page, select the user account you want to work with in the panel on the left side of the page.
  3. In the Role Attributes section, click Assign/Unassign.
  4. On the Assign Role Attributes pop-up, fill or click the check box for the users you want to assign to the role.
  5. Click Assign.
  6. Click Save.

To learn more about assigning role attributes, see Users in online Help.