Visitor Levy for accountants and reviewers
A client can add you to their organisation with a specific "reviewer" role — built for exactly what an accountant needs to do with a return, and deliberately nothing more.
A reviewer can
- ·View every property, reservation, calculation, report and reporting period in the organisation.
- ·Preview a batch calculation (e.g. re-run figures against an updated import) without persisting it.
- ·Leave a review note and mark a reporting period as reviewed, setting a reviewed-at timestamp against your name.
A reviewer cannot
- ·Create, edit or delete properties, reservations, or run a persisting import.
- ·Lock or unlock a reporting period, file it, or record a payment against it.
- ·Manage organisation members or billing.
Full visibility, by design
Every role in the organisation — owner, admin, member, reviewer — can see everything: every property, every reservation and its calculation breakdown, every report and reporting period, the audit log. A reviewer isn't given a cut-down view; they're given the same figures the client sees, with the ability to act on them limited rather than the ability to see them.
Review notes and timestamps
When a client requests review on a reporting period, every organisation member with the reviewer role is notified. Reviewing it is a single action: an optional free-text note, after which the period records who reviewed it and when. It's intentionally a single sign-off, not a multi-step approval chain or a per-line-item comment thread — for that level of detail, the reservation-level breakdown and explanation for every booking are already visible without a separate review step.
The client files, not you
This is a firm product rule, not just a permissions default: the reviewer role cannot lock a period, file it, or record a payment against it — because the property owner (or an admin they've delegated to) remains responsible for actually submitting the return to their local authority. Visitor Levy Calculator itself doesn't submit anything to a council either way — "filed" and "payment recorded" are the client's own record-keeping, and every report carries a fixed notice making that explicit. Your role is to check the figures and the readiness of the period, then hand a clear sign-off back to the client to act on.
Check the workflow with a worked example
Follow three fictional bookings through a collection check, including an eight-night stay and a cancellation. Then test one property from your own portfolio, compare the output with your source records, and measure the time needed to prepare a return.
Working with a portfolio of clients?
If you manage the properties themselves rather than just reviewing them, see how letting agents and portfolio managers use managed clients for guaranteed isolation between different clients' data.