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Completing the Office Setup

  • 2 min read
  • Last updated September 5, 2026
On this page
  1. Required steps
  2. Optional steps
  3. What's Next

When the Advisor software is first opened, it is in the "awaiting installation" state. The Setup wizard consists of six steps; three are required, and three can be postponed. You can reopen the wizard at any time from the installation bar on the top ribbon of the panel.

"Skip" is not a cancellation but a POSTPONEMENT: the skipped step remains on the progress bar and is reminded on the 2nd, 7th, and 21st days.

Required steps

  1. Firm Information and License — Your firm name is included in the header of tax returns and reports. If your license type is not YMM, the certification and review screens will remain disabled.
  2. Add taxpayers — You can enter them individually or import them in bulk using an Excel template. Without taxpayers, the ledger, Tax return, and e-document screens will be blank.
  3. Connect the e-Document Integrator — Enter your GİB integrator information. If there is no connection, e-invoice, e-archive, and e-ledger documents will remain as drafts only.

Optional steps

  1. Default VAT rate — If no rate is specified for an item manually entered into the pre-accounting system, this rate is applied. For most taxpayers, 20% is the correct choice.
  2. Define office staff — Who is handling which taxpayer’s work? If no assignments are made, tasks and reminders will remain unassigned.
  3. Set up predefined permission groups — the roles of Tax Advisor, Intern, and Pre-accounting Clerk are created with a single click.

The VAT rate is entered in the "SATIRA" field at the time of recording. Changing it later does not affect past entries—if it did, the basis for a submitted tax return would change.

  • Intern role → Can enter records, but CANNOT APPROVE tax returns
  • Pre-accounting → Accounts Receivable and Voucher Transactions; tax return screens are closed
  • Certified Public Accountant → Prepares and approves tax returns

What's Next

Once installation is complete, review the "Add Taxpayer" and "Prepare Tax Return" guides to get ready for your first tax filing period.

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Completing the Office Setup — Blesyum