Table of Contents |
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Login
GlobalTaxCenter (GTC) has its own module for user authentication (Login with user name and password). This prevents access by unauthorized third parties.
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Unlocking can only be done by a GTC user who has been assigned the appropriate authorization for the User dialog.
Logout
Logout from the system can be done manually or automatically. For manual logout, a corresponding link is available in the upper right corner of the GTC.
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An automatic logout is performed after a longer period of inactivity (default value: 60 minutes). For this reason, the processed data should be saved regularly to avoid the loss of entries made. 5 minutes before the automatic logout, you will receive a warning message indicating the inactivity. After the automatic logout you will also receive a message informing you of this fact.
Concurrent accesses
In the event that several users process the same data at the same time (same combination of company and period), write protection functions are implemented in the GTC to avoid inconsistent states or mutual overwriting of data.
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The administration of users and permissions should be configured in such a way that competing accesses are prevented.
Navigation
Dialogue structure
The standard GTC consists of the following four main areas:
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The contents and use of the individual dialogs are explained in this manual. Further main areas are shown when additional GTC modules (e.g. the Tax Questionnaire module) are used in addition to the standard GTC application.
Page layout
The following is an overview of the general site structure of the GTC:
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To search for a specific text in a column, the search field can be activated via (10). With the button under (11) the sorting order in the table can be adjusted.
Icons and Buttons
In the dialogs of the GTC, numerous symbols and buttons are used, to which fixed functions are assigned. Often the buttons are described directly (e.g.) or the explanation appears when the mouse cursor moves over the corresponding symbol. Some examples are listed below. The list is not exhaustive:
Bezeichnung | Symbol | Erläuterung |
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Magnifier | View data. | |
Pan | Edit data. | |
Bin | Delete or archiv data. | |
Recycling | Restore archived data. | |
Orange star | Mandatory data. | |
Blue star | Mandatory data for tax return. | |
Speech bubble | Comment / edit or view existing comments. | |
Question mark | Show more information and hints. | |
Tooltip | Show detailed information about calculation and source of data. | |
List | Clicking on the button displays a popup in which individual values can be entered for the line (especially for the purpose of filing a tax return). | |
Form explanations | Shows explanations on how to fill in the forms. | |
Three hyphens | --- | Marking in selection fields etc. for "Default values" or for "no selection" / "no assignment". For the period selection --- stands for the standard period. |
Green check mark | Success messages / confirmations are displayed with a green background color and a green tick as symbol. | |
Blue information | Messages that serve information purposes are displayed with a blue background color and a blue "i" symbol (=information). | |
Orange exclamation mark | Warning messages are displayed with an orange background color and an orange exclamation mark as symbol. | |
Red forbidden sign | Error messages are displayed with a red background color and a red prohibition sign as symbol. |
Sorting and filtering in the overview tables
The data sets displayed in the individual dialogs of the GTC are shown in many places in a tabular overview (e.g. list of the created companies in the master data dialog Company). The overview can be sorted by the individual attributes of the created data sets. Here the corresponding attribute must be clicked on:
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To limit the displayed data sets, the "Filter" function can be used. To do so, click on the filter symbol in the heading of the respective column. An input field opens, in which the restricting search term is entered and confirmed with the "Enter" key.
Color highlighting of movement data
In the Single Company main dialog, tax transaction data from other periods (e.g. from a previous period) or from file uploads can be transferred directly to the GTC.
- Copied transaction data from other periods are highlighted in blue in the target period.
- Values that were loaded into the GTC from an external system or via a file upload are highlighted in green.
Printout
To create a printout, a print view can be selected in the individual dialogs of the GTC (). The current page is displayed in a new tab of the web browser in print-optimized reading mode. The standard print functionality of the web browser can then be used. The data displayed corresponds to the current status stored in the database. If changes have been made in the meantime without saving, they will not be displayed.
For printouts you can also use the Excel view ().
This option is implemented in all dialogs of the GTC. The respective data set is displayed in Excel (at least Excel version 2000 required) and can then be edited freely.
In the single company area, there is also the option to print the entire database of the selected company. Afterwards, the dialogs to be printed can be freely arranged.
Active and archived data sets
Records entered in the master data area (e.g. countries or companies) cannot be permanently deleted. There is only the possibility of archiving (visual deletion). The data records can be viewed by changing the display from active to archived. The option to change the display is located in the upper right corner of the respective master data dialog.
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In this case, the GTC will issue an error message ("A data record with the same unique key already exists in the period being processed.") and point to the already existing ID.
Changelog
A changelog function is available in the GTC master data area. All master data changes in the tool are registered in the database. The changelog enables an evaluation of the change history for the individual master data dialogs (who made which change and when). The Changelog is only accessible if the GTC user has the necessary authorization. The evaluation is displayed in an Excel file.
Create FAQs
The GTC offers the possibility to create a company specific FAQ list. The FAQ function is available in the upper right corner of the Info button. A new tab opens in the web browser. The FAQ list is accessible for all GTC users.
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