Skip to main content
All under Settings, admins only.

​
Organisation

Name, logo, contact details, address, and:
  • VAT Number / AFM
  • VAT filing frequency — Monthly or Quarterly. Drives the VAT due card and deadlines.
  • Legal form — drives the income-tax estimate.
  • Finance & Tax (businesses) — the myDATA AADE User ID and Subscription Key. Saved codes show as Connected · ends in …1234; Replace credentials to change them.
  • Accountant access — appears when an accounting firm has asked to see your books, or already can. Accept / Decline a request; Revoke access ends a link immediately. A bell in the top bar also shows pending requests.
Leave Use the AADE test environment (myDATA dev) unticked unless support asks you to tick it. Save changes at the bottom.

​
Pages

The same four cards as signup. Untick to hide an area from the sidebar, tick to bring it back. Nothing is deleted. Documents, Connections and Settings are always shown.

​
Audit Log

A record of actions in your organisation: who did what, when, and whether it succeeded. Filter by category, outcome and period; search; Export CSV downloads the rows on the current page.

​
AI Management (Pro)

Choose the default AI model (TaxLayer’s, or a connected Anthropic/OpenAI key), configure the reconciliation agent’s tolerances, keep saved prompts, and manage AI MCP Server access — a per-person connection that lets an outside assistant such as Claude read your TaxLayer data, revocable at any time.

​
Deleting the organisation

Organisation › Danger zone › Delete organisation. Type the organisation name to confirm. It removes every user, client, document, connection, rule, report and log, and signs you out. This cannot be undone. Cancel any paid plan on the Billing page first.