About Data as a Service (DaaS)

Use the My Reports service to view and download reports. This service gives access to the following types of tax reports:

• Affordable Care Act reports
• Payment Solutions reports
• Payroll Processing reports
• Tax reports
  • Annual reports
  • Periodic reports
  • Quarterly reports

User Access

This service is available to anyone who has permission to work with DaaS tax reports.

Accessing Reports

You can use either of the following tools to access reports:

• Navigation panel
• Global Search icon in the toolbar

For more information about these tools, see About Page Components.

The Images service stores and gives access to tax documents in PDF format from various sources, including notices from and correspondence with agencies.

Use the Images service to:

• Search for specific images.
• Review images and image information.
• Download the images to your computer in PDF format and print them.

This section describes the setup and permissions needed for access to tax reports and images in DaaS.

Report Access for customer Tax Users

Tax users are assigned roles and role attributes that give them access to tax reports and images in DaaS. These roles and role attributes are assigned as part of the DaaS user setup done in Dayforce's Identity and Access Management (IAM) user management system.

The following DaaS roles can be assigned to customer tax users.

• DaaS Customer User
• DaaS Customer Admin–not currently being used

If a role is assigned to a user, then the role attributes related to that role are also available to assign to the user.

The following DaaS role attributes can be assigned to users with either DaaS Customer User or DaaS Customer Admin role.

Role attributes

This role attribute ...	Gives access to ...
ACA	Affordable Care Act reports.
Tax - Payment Solutions	Payment Solutions reports.
Tax - Payroll Processing	Payroll Processing reports.
Tax Reporting	General tax reports, including inquiries and amendments.

A role attribute gives users access to the reports under the related menu item. These groups of reports are listed in the My Reports topic.

DayforceTax.com Access for DaaS Tax Users

Customer users with access to DaaS tax reports must also be set up as DayforceTax.com users. A customer tax user must be assigned a tax role and a DaaS role during user setup in IAM. Having roles in DayforceTax.com and DaaS creates a connection between the two programs that allows some security information to be shared between them.

These tax roles can be assigned to customers.

• Customer User
• Customer Admin—not currently being used

Company Data Access for Customer Tax Users

A customer tax user can see the user's organization tax data in DaaS reports if the organization is assigned to the user in DayforceTax.com. The user's setup in DayforceTax.com carries over to DaaS, so the user can see tax data for the same organizations in DayforceTax.com and in DaaS.

Without specific organization access assigned in DayforceTax.com, users could see DaaS report pages but no data in the reports.

Images Access for Customer users

Customer tax users have access to images in DaaS if they're set up in:

• IAM with:
  • DaaS Customer User role
  • Tax Reporting role attribute, related to the DaaS Customer User role
  • Tax Customer User role
• DayforceTax.com with access to their organization data.

The primary page components for each DaaS page include the:

• Navigation panel
• Toolbar
• Task pane

For detailed information about each page component, see About Page Components.

For more information about DaaS features, see the Help.

To open the Help and move to a specific Help topic:

1. On any page in the task bar, click .

   The Welcome page appears. In the navigation panel (on the left side of the page), the Help Table of Contents (TOC) opens.

2. To go to a Help topic, do one of the following:
   • On the Welcome page, click the hyperlink to a topic.
   • In the TOC, locate and click a topic.

For more information about using the Help, see Getting Started.