Getting Started

After signing in for the first time, a short onboarding questionnaire collects your basic details — needed for tax estimates and personalization.

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Step 1 — Basic details

Last name, first name, tax ID, TEÁOR activity code (optional), and your business start date.

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Step 2 — Tax form and business type

Choose the tax form that applies to your business (flat-rate tax, KATA, or VSZJA — KATA can only be selected for full-time sole traders) and your business type: If you’re unsure about the tax form, ask your accountant.

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Step 3 — Personal details

Gender, date of birth, disability status, and — if relevant — your first marriage date. These are needed for accurate tax-benefit calculations.

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Step 4 — Children

Number of dependent children, and how many of them live with a disability, if any. (The number of beneficiary children — if it differs from your total dependents — can be fine-tuned later under Settings → Personal Details.)

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Step 5 — Summary

A read-only recap of everything you entered, then save — this moment becomes the starting entry in your Life Events log.

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Afterwards — connections (optional)

After onboarding, you can connect your invoicing software any time:

• Connect Számlázz.hu →
• Connect Billingo →
• Connect NAV Online Invoice →

Bank account connection is coming soon — see Bank connection.