The Taxpayers application is a platform designed to manage taxpayer information and their financial transactions. It allows for viewing, editing, and recording taxpayer details, including their financial advisors, files, documents, and associated companies. The platform also keeps transaction records, ensuring all financial activities and changes are documented accurately.

The main purpose of the Taxpayers application is to ensure that taxpayers and all financial information related to them are managed in an orderly and secure manner. The application offers the following functionalities to users:

• Taxpayer Management: Updating, organizing, and recording personal and financial information of taxpayers.
• Related Parties: Managing connections with related financial advisors, firms, and other professionals.
• File and Document Management: Organizing and storing files and documents belonging to taxpayers.
• Transaction Records: Every transaction made is recorded in detail and can be queried when necessary.

• Data Security and Regularity: Secure storage of taxpayer information and orderly management.
• Ease of Access: Providing easy and fast access to taxpayer information.
• Effective Transaction Management: Efficiently managing transactions and financial information, reducing errors.
• Financial Compliance: Ensuring compliance with tax and other financial obligations.

The Taxpayers application is an indispensable tool, especially for financial advisors and tax consultants. This application enables the transparent, secure, and efficient management of taxpayers and their related financial transactions.

It is the Home screen of the Taxpayers application.

This is the screen where taxpayers related to financial processes are listed.

Taxpayers are displayed with their name and current code information.

The "Taxpayer Name" section also shows the tax number, tax office, email, and telephone information.

A new taxpayer can be added using the "Add New Taxpayer" button.

You can access the settings document via the relevant menu.
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This screen provides a summary of the taxpayer's information.

Details about the company to which the taxpayer is affiliated are displayed, including the company name, current account details, tax number, tax office, email, business phone number, and a description.

This screen displays general information about the taxpayer.

The company name and description can be edited to update the taxpayer's information.

Clicking on the company link provides further details about the company.

This is the screen that contains the taxpayer's contact information.

Customer contact information is provided via e-mail and business phone numbers.

Personnel contact information includes e-mail, address, telephone number, delivery address and alternative contact addresses.

Taxpayer contact information is organized and recorded.

This is the screen where information about the financial advisor is displayed.

The financial advisor is given in a tabular form with the company name for which he is responsible, the relevant person and the creation information details.

A new financial advisor is added from the Add New Financial Advisor button.

This is the screen where information about the certified public accountant is displayed.

The name of the company for which the certified public accountant is responsible, the person concerned and the creation information are given in a tabular form with details.

A new certified public accountant is added from the Add New Certified Public Accountant button.

This is the screen where files related to the taxpayer are displayed.

VAT Refund

All records of VAT refund files are displayed on this screen.

VAT refund files are provided in a tabular form with information on the customer, year of work, period, file refund amount and the refund amount realised.

At the bottom of the page, there is page total and grand total information.

This is the screen where documents related to the taxpayer are displayed.

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

Files can be viewed, saved and edited through operations.

A new document is added with the Add New Document button.

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This is the screen that allows adding a new taxpayer.

General information about the taxpayer to be added is organized and recorded.

The company name and description text to which it is affiliated are entered.

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

The color of the application is set via the General Settings screen.

Separation adjustments are made according to companies and branches.

The e-mail sending and current account balance listing features are activated.

The edits made are saved.

This is the screen where the element definitions within the application are determined.

Document Status

Definitions of statuses related to documents are organized and recorded.

A new document status definition is added from the Add New button.

Document Types

Definitions of document types are organized and saved.

A new document status definition is added from the Add New button.

Document Extensions

This is the screen where document extensions within the application are saved.

A new document extension definition is added from the Add New Document Extension button.

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 Mükellef Adı seçilerek sıralama yapılır.