| User Roles |  Admin | ✗Staff contributor | ✗External Contributor | ✗Pulse user |
This article explains how to activate the integration between Tax-on-Web (ToW) and Silverfin for seamless and automatic updating of personal tax data. Follow the steps below to activate and manage this integration, so you can benefit from a more efficient workflow and accurate data management.
Table of contents
TABLE OF CONTENTS
- Create a new user with admin rights
- Activate the integration
- Set the password
- Manage the integration
- Confirm with Your CSM
Create a new user with admin rights
To set up the integration with TOW, it is important to create a new admin user at the office level.
- Navigate at the office level to 'Users' -> 'Staff' -> 'Add Staff user'.
- Create a user with the name 'PB Integration user' and a custom email address.
- Make sure to grant this user admin rights and save the password for this account in your personal password manager.
- Ensure that the admin user has access to all personal files.
Activate the integration
- Log in as an PB Integration user with access to all personal files.
- Go to: https://integrations.getsilverfin.com and authorize the integration by clicking on "Personal Income Tax (BE)".
Set the password
Choose a password and save it.
Manage the integration
- Click on 'Manage integration' and select the admin user who has access to all personal files from the dropdown menu.
- Click on 'Add credentials', fill in the information and click save.
- If there are multiple mandates, you can add them this way.
Confirm with Your CSM
Confirm to your CSM that you have completed these steps.