# Workspaces and your staff Your personal workspace and staff are free. Make a workspace for your firm with its Cloud Vault plan, invite your staff, and choose what each may do. > Coming soon: what this guide describes isn't available yet. A workspace holds a set of taxpayers, the people who work on them, and its Cloud Vault. Your personal workspace is free, and staff join any workspace free. Another workspace comes with its Cloud Vault plan, paid for a year. ## Your workspaces Every account has a **Personal** workspace, free, with a free Cloud Vault of 200 MB. Make another for your firm, or for another set of clients: you are its owner, and you invite your staff to it. The **Workspaces** page lists every workspace you own or work in, with your role in each, **Owner** or **Staff**. Choose **Open** to work in one. To change workspace from any page, use the workspace menu at the top of the sidebar. ![The Workspaces page: a table of workspaces with their owner and your role, and Create a workspace](https://taxtechie.com/images/guides/account/workspaces.webp "Your workspaces") ## Make a workspace for your firm A workspace other than your personal one comes with its own [Cloud Vault](https://taxtechie.com/guides/cloud-vault) plan: 1 GB at ₱200.00 a month or 10 GB at ₱500.00 a month, billed annually. It is created only once its first year is paid. 1. On the **Workspaces** page, choose **Create a workspace**. 2. Type its name, for example your firm's. 3. Under **Cloud Vault plan**, choose its size, and choose **Get the payment link**. 4. Choose **Pay** to open the secure payment page, and pay the year with GCash, Maya, a card or online banking. ![The Create a workspace window: a name, then the Cloud Vault plan, 1 GB or 10 GB with its price, and Get the payment link](https://taxtechie.com/images/guides/account/create-workspace.webp "Create a workspace") When the payment arrives, the workspace is in **Your workspaces**, with you as its owner, and its year starts on the day you paid. Until then it is under **Payments for workspaces**: if you paid but don't see it yet, choose **Check payment**. A link that expires unpaid creates nothing and charges nothing. Then invite your staff from **Members**. ## When its year ends Tax Techie emails a payment link to the owner and staff with **Billing** 30 days before the year ends. Nothing is charged automatically. If the year ends without a payment, or the owner cancelled the plan, the workspace **isn't paid for**: - Nothing can be sent from it, its files don't sync, and no one can be invited. - Its members and taxpayers stay. The owner can still download its files from the **Cloud Vault** page. - Each of its pages says `This workspace isn't paid for.`, and the **Workspaces** page marks it **Not paid for**. To start it again, the owner or staff with **Billing** choose **Renew**, then a plan, for example **Renew Sample Accounting, 1 GB**, and pay the year. See [Cloud Vault](https://taxtechie.com/guides/cloud-vault). > [!TIP] > **Why can't I send from a workspace that isn't paid for?** The app says `This workspace isn't paid for, so nothing was sent.` A workspace other than a personal one sends returns only while its Cloud Vault plan is paid for, so the app stopped before anything reached the BIR server. Its owner, or staff with **Billing**, chooses a plan on its **Credits** page on the website. Until then, you can send from another workspace of yours. ## Invite your staff 1. In the workspace, open **Members** and choose **Invite staff**. 2. Type their email address. 3. Under **Permissions**, tick what they may do (see below). 4. Under **Taxpayers**, choose **All taxpayers**, or **Only the taxpayers ticked below**. 5. Choose **Send invitation**. ![The Invite staff window: an email address, then the permissions to tick](https://taxtechie.com/images/guides/account/invite.webp "Invite staff") They get an email with a link that works once, for 7 days. They accept by signing in with that email address, then choosing **Accept and join**. Until then, the invitation is under **Invitations**, where you can **Withdraw** it. ## What staff may do | Permission | What it allows | |---|---| | Send returns | Send returns to the BIR server. | | See the vault | See and download the Cloud Vault's files, and sync them, while the workspace's Cloud Vault is free or paid for. | | Billing | Pay for, upgrade and renew the Cloud Vault plan, and see purchases and receipts. | | Manage members | Invite and remove staff, set what they may do, and see who is signed in where. | | Delete cloud copies | Delete files from the Cloud Vault and restore them from its trash, for the taxpayers they work on. A sent return's files stay the owner's to delete. | A new invitation starts with **Send returns** and **See the vault** ticked. ![The Members page: the owner and two staff, with their permissions, their taxpayers, and where the app is open](https://taxtechie.com/images/guides/account/members.webp "Members") To change what someone may do, choose **Change** beside them, tick or untick, and choose **Save permissions**. To remove someone, choose **Remove**: their access ends at once, on the website and in the app. ## Questions ### Can staff see every taxpayer? Only if you choose **All taxpayers** for them. Otherwise they see only the taxpayers you tick. ### Do staff pay to join? No. Staff join any workspace free, as many as you invite. ### Can I give the workspace to someone else? Yes. The owner chooses **Move ownership…** on the workspace's **Overview** page, then the staff member to offer it to, and **Send the offer**. They take it over by choosing **Accept ownership** on their **Workspaces** page. You stay on as staff, and if it was the only workspace you own, Tax Techie makes you a new personal one. A workspace with a paid year moves as it is. A **personal** workspace's free Cloud Vault is its owner's alone, so whoever takes it over chooses a plan at least as large as the space it uses, and pays its first year: **Accept ownership** opens the plan choice and its payment link, and the workspace becomes theirs, with its files, when the payment arrives. ### How do I leave a workspace? On the **Workspaces** page, choose **Leave** beside it. --- Last checked November 12, 2026. Tax Techie is not affiliated with or endorsed by the Bureau of Internal Revenue.