WEBVTT 00:00:06.770 --> 00:00:12.500 The IE Demarche now offers a new interface, more intuitive and accessible on all your devices. 00:00:12.560 --> 00:00:18.160 The DI tax space for agents is also evolving to offer you new features. 00:00:18.160 --> 00:00:20.530 and greater comfort of use 00:00:20.590 --> 00:00:26.190 To access the tax space for agents, you must have an audited personal business account. 00:00:26.190 --> 00:00:29.460 and the access rights granted by your manager. 00:00:30.380 --> 00:00:36.210 Log in using the "Login" button displayed at the top right of the pages of GE.ch. 00:00:37.010 --> 00:00:42.610 Once logged in to your personal business account, go to the menu and click on "e-step". 00:00:42.610 --> 00:00:47.150 then on the tax e-approach booklet. 00:00:47.220 --> 00:00:50.260 to go directly to your tax space. 00:00:51.860 --> 00:00:55.220 You are now on the home page for agents. 00:00:55.340 --> 00:01:01.870 The home screen offers you access to different features depending on the access rights assigned by your managing gene. 00:01:01.870 --> 00:01:07.280 If you have one right, this screen will not appear and you will be automatically redirected to the page. 00:01:07.280 --> 00:01:08.370 page concerned. 00:01:08.500 --> 00:01:14.480 Under "Access to my business", you can take steps on behalf of your own business. 00:01:15.340 --> 00:01:20.940 Accessing my terms of reference allows you to take steps for the mandates that have been assigned to you by your manager. 00:01:24.180 --> 00:01:29.780 Under "Access to my management console", you are redirected to PM Manager and as... 00:01:29.780 --> 00:01:34.990 Manager, you define the access rights of your users over space 00:01:34.990 --> 00:01:38.770 your company and all your warrants activated. 00:01:38.930 --> 00:01:42.140 Let's look at the steps for your business in more detail. 00:01:42.140 --> 00:01:47.630 The home page of your company's tax space works exactly like that of natural persons. 00:01:47.630 --> 00:01:52.740 with the exception of the tax return and the change of address which cannot be made online. 00:01:52.740 --> 00:01:55.760 You will find your key indicators at a glance. 00:01:55.760 --> 00:01:59.380 Unread mail is the mail we sent you. 00:02:04.500 --> 00:02:10.030 Unread messages are answers to your questions from the "Contact Us" feature. 00:02:11.150 --> 00:02:16.750 My pending tasks is a list of actions expected from you. Make a completed payment. 00:02:16.750 --> 00:02:20.110 a statement or response to a request for information. 00:02:33.230 --> 00:02:38.830 At the bottom of this page, under "General Information", you find your personal information, such as your numbers, 00:02:38.830 --> 00:02:42.670 R number and taxpayer number and bank details. 00:02:42.670 --> 00:02:50.350 The menu of your space gives you access to the different pages according to the permissions granted by your manager. 00:02:50.610 --> 00:02:54.980 The e-tax approach page gives you access to all tax procedures online. 00:02:54.980 --> 00:03:00.370 For example, you can access your tax returns filed in previous years, 00:03:00.370 --> 00:03:04.750 or manage your consolidated lists for source taxation. 00:03:04.750 --> 00:03:09.810 To return to the proxy home screen, click Change in the menu. 00:03:09.840 --> 00:03:13.340 Let's now go through the page that allows you to access your warrants. 00:03:13.340 --> 00:03:17.520 This page lists all the mandates your manager has given you. 00:03:19.060 --> 00:03:24.340 You can search for a warrant by name, reference number or type requesting it. 00:03:25.870 --> 00:03:33.520 and sort them in alphabetical order. In the menu, go to the request for bundled deadlines. 00:03:34.740 --> 00:03:39.380 By clicking on a warrant, you open your client's tax space. 00:03:39.380 --> 00:03:43.790 An information banner displays the name of the folder you are intervening on. 00:03:43.860 --> 00:03:49.460 The information contained in the home page and menu is defined by the access rights granted by your young person. 00:03:49.460 --> 00:03:50.480 Manager. 00:03:50.480 --> 00:03:55.760 To return to the list of your mandates, click on the dedicated button in the information banner. 00:03:55.760 --> 00:04:00.370 To return to the home screen, click "change" in the left menu. 00:04:00.370 --> 00:04:04.020 The PM Manager management console is for managers only. 00:04:04.020 --> 00:04:07.300 It manages the access rights of each registrant. 00:04:07.300 --> 00:04:12.370 Your data is thus accessible or not to the right people and in complete safety. 00:04:13.490 --> 00:04:19.090 The e-Business Approach, Managing Access Accounts, published on ge.ch 00:04:19.090 --> 00:04:24.880 details the full range of features for e-Demarche service managers for their business. 00:04:25.260 --> 00:04:29.970 Take advantage of your tax space now and explore all its features. 00:04:30.000 --> 00:04:31.310 It's up to you!