The VAT Refund application is a financial management tool that assists businesses and taxpayers in managing their VAT refund processes. It offers a comprehensive range of functionalities, covering all open, closed, pending, canceled, and deleted VAT returns. Users can access information on taxpayers, authorized users, and statistics, view log records, add new files, and edit existing files. The application also provides access to information about the responsible Certified Public Accountant.

The purpose of the VAT Refund application is to centralize the management of VAT refunds and make these processes more efficient. The functionalities provided by the application are:

• VAT Return Statuses: Ability to follow all statuses of returns (open, closed, pending, cancelled, deleted).
• User and Taxpayer Management: Management of authorized users and taxpayers is supported by statistical information.
• Log Records: Traceability after any change or update by accessing the log records of transactions.
• File Management: Adding new files and editing existing files.
• Certified Public Accountant Information: Easy access to information of relevant financial advisors.

• Transparency and Control: Being able to see all VAT refund processes together and evaluate them according to their status.
• Time Saving: It saves time by automating processes and making them easily accessible.
• Error Reduction: Reducing manual operations and minimizing errors with automatic control mechanisms through the system.
• Legal Compliance: Performing transactions and keeping records in accordance with legal requirements regarding finance.

The VAT Refund application provides great convenience in the management of financial processes and supports businesses and taxpayers in using their time and resources more effectively.

This is the Home screen of the VAT Refund application.

This is the screen where files related to VAT returns are listed according to their categories.

Records are displayed in a table with information about the customer, working year, period, file return fee, and actual return fee.

Adding is done from the Add New File button.

Open Records

This is the screen where open VAT Return records are displayed.

Completed

This is the screen where completed open VAT Return records are displayed.

Pending

This is the screen where pending open VAT Return records are displayed.

Closed Records

This is the screen where closed VAT Return records whose transactions have been completed are displayed.

Canceled Records

This is the screen where canceled VAT Return records are displayed.

All Records

This is the screen where all open, closed and canceled VAT Return records are displayed.

Deleted Records

This is the screen where deleted VAT Return records that are not seen in the all records list are displayed.

This is the screen that lists the taxpayers who are subject to VAT refunds.

Taxpayers are displayed in a table with their name and current code information.

Detailed information about taxpayers is presented in the table. Contact information, tax plate details, etc. items can be added to the table.

A new taxpayer can be registered from the Add New Taxpayer button.

This is the screen where statistics regarding VAT refunds are listed.

Assignment

This screen contains statistics for those responsible for issuing and tracking VAT refunds.

Assignment statistics are provided in a table with details including Employee Name, Task Name, Number of Tasks, and Total Number of Tasks.

This is the screen where log records regarding the transactions made in the VAT Refund application are displayed.

Log Records: These are displayed in a table with information including User Name, Related, Record Title, Description, Transaction Status, and Date.

By clicking on the recorded transaction, the relevant file is displayed.

You can access the settings document through the relevant menu.
Please click for related content.

This is the screen where a summary of information about the file is displayed.

The summary screen includes the working year, period, subject, branch, file code, contract number, registration date and company information.

The stage and status of the file are updated from the top panel.

This is the screen where general information about the file is displayed.

The General Information screen includes company information, sworn consultant information, branch and year of operation.

This is the screen where the financial details of the file are displayed.

The Financial Information screen includes the contract amount, VAT rate, net amount to be received and file return fee information.

The financial information on the screen is edited and saved.

This is the screen that contains information about the people responsible for the file.

An assignment is added from the Add New Employee button.

This is the screen where the VAT details in the file are displayed.

VAT List to Download

This is the screen where the VAT list to be downloaded is listed with its details.

The VATs in the list are given in a table together with the Sequence Number, Date of Purchase Invoice, Series of Purchase Invoice, Sequence Number of Purchase Invoice, Name-Surname/Title of Seller, Tax Identification Number/TR Identification Number of Seller, Type of Goods and/or Services Purchased, Quantity of Goods and/or Services Purchased, Amount of Purchase Invoice Excluding VAT, VAT of Purchase Invoice, VAT of Goods and/or Services Included, GGB Registration Number (If Purchase is Import), Transaction Type Giving Right to Refund Regarding the Document, Type of Undertaking, VAT Period in Which the Document is Subject to Deduction and VAT Period in Which the Document is Uploaded.

From the top panel, new additions can be made, the list can be edited, deleted or downloaded in Excel format. Companies can also be viewed from the same panel.

Companies

This is the screen where companies associated with VAT refunds are listed.

Companies are given in a table with the information of Company Name, Purchase Invoice Amount Excluding VAT, Purchase Invoice VAT, VAT of Goods and/or Services Included and Document Number.

The company identification numbers are also displayed on the screen.

A new document related to the company is added with the "+" button.

This is the screen where refund requests are listed.

Refund Requests are provided in a table format with the Date, Description and Actual Refund Amount information.

Additions are made from the Add New button.

This is the screen where documents related to VAT refunds are listed.

Documents are given in a tabular form with document information, status, creation information and transaction information.

Additions are made from the Add New Document button.

The document is created by determining the document type from the Quick Create button.

Addition is made by using the Select Add button.

This is the screen where Meta Data information regarding VAT files is edited.

The keyword and value about Meta Data are entered and saved.

Meta Data information can also be uploaded via Excel.

This is the screen where the file's attachments are displayed.

Annexes are given in tabular form with information on annex number, title and document number.

It can be downloaded as a document from the PDF button.

Details are edited from the Edit button.

An additional document is added from the Add New Attachment button.

The Get Default Attachments button allows you to select and add attachments from among the installed attachments.

The PDF Dump button allows you to download all attachments.

This is the screen where the records of operations performed on the file are displayed.

Log records are given in a tabular form with user name, related information, description, transaction status and date information.

Every operation performed on the file is displayed in the log records.

This is the screen where other applications or files that the file is linked to are displayed.

A connection is added from the Add New Connection button.

You can access the Basic Components document from the relevant page.
Please click for related content.

A new file is added from the file definition screen.

When adding a file, company information, taxpayer information, certified public accountant information, branch, working year, period and subject are selected.

After editing the file code, contract number, date information and description text, click the "Save" button.

This is the screen where the general settings of the VAT Refund application are made.

The color of the application is set on this screen.

The phase and status feature is used.

The feature of separating the application according to companies or branches is selected.

Settings for using Meta Data are made.

Sets which files the user can and cannot see.

The option to use commission is activated.

Adjustments are made regarding the dates to be used.

This is the screen where the stages to be used in the files are defined.

Definitions, names, colors and descriptions of the stages are determined and recorded.

Users' stage authorizations are also edited from this screen.

This is the screen where the statuses to be used in files are defined.

Definitions, names, colors and descriptions of the situations are determined and recorded.

Users' authorizations regarding situations are also edited on this screen.

This is the screen where the definitions related to the application are set.

Job Descriptions

Definitions related to tasks are edited on this screen. A new task definition is added using the Add New button.

Years of Work

Definitions related to working years are edited on this screen. A new working year is added using the Add New button.

Topics

Definitions related to topics are edited on this screen. A new topic definition is added using the Add New button.

Additional Definitions

Definitions related to attachments are edited on this screen. A new attachment definition is added using the Add New button.

This is the screen where the arrangements of the certified public accountants responsible for VAT files are made.

Certified public accountants are given in a table with their names, seal numbers, chamber numbers and registration information.

A certified public accountant is added from the Add New CPA button.

This is the screen where arrangements regarding employees are made.

Employees are given in a table with their names, duties and registration information duties.

Employees' duties can be changed and updated.

Addition is made from the Add New Employee button.

This is the screen where Meta Data definitions are edited.

File

The keyword and other options related to the metadata information of the file are edited and saved.

Document

The keyword and other options related to the document's metadata information are edited and saved.

This is the screen where you can set the automatic numbering of files.

File

This is the screen where the settings for the automatic numbering system of the files are made. The number code to be automatically arranged is determined by selecting Prefix, Automatically Incrementing Number and Suffix. The arrangements are saved with the "Save" button.

Document

This is the screen where the settings for the automatic numbering system of the documents are made.

This is the screen where the basic components of the application are determined.

The components that are desired to be visible in the application are selected and saved.

This is the screen where authorized users in company departments are determined.

Users are listed by department.

User authorization levels are determined on this screen.

Edits such as company and department name are made and saved.

Filtreleme ayarları, bir sistemde veya uygulamada  belirli kriterlere göre verileri sınıflandırmak için kullanılır. Bu ayarlar, kullanıcıya yalnızca ilgili veya uygun içerikleri sunmaya yardımcı olur. 

Filtreleme ayarları ekranında Tarih Aralığı,Aşama, Durum, Konu, Kaydeden, Çalışanlar, Metadata Anahtarı alanları seçilerek filtreleme yapılır.

Sıralama; Dosya Kodu veya Kayıt Tahi seçilerek sıralama yapılır.

İstatistikler ve Log Kayıtları menüsünde farklı filtreleme alanları mevcuttur. 

İstatistikler 

Filtreleme ayarları ekranında Çalışma Yılı, Konu seçilerek sıralama yapılır.

 Log Kayıtları 

Filtreleme ayarları ekranında Kullanıcı, Kayıt Başlığı, İlgili seçilerek sıralama yapılır.