> ## Documentation Index
> Fetch the complete documentation index at: https://docs.penzum.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started

> How to set up Penzum after your first login

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

## Step 1 — Basic details

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

## Step 2 — Tax form and business type

Choose the [tax form](/en/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:

| Type      | When to choose                              |
| --------- | ------------------------------------------- |
| Full-time | Your business is your sole source of income |
| Part-time | You also have an active employment contract |
| Retired   | You run your business alongside a pension   |

If you're unsure about the tax form, ask your accountant.

## 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.

## 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**.)

## Step 5 — Summary

A read-only recap of everything you entered, then save — this moment becomes the starting entry in your [Life Events](/en/life-events) log.

## Afterwards — connections *(optional)*

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

* [Connect Számlázz.hu →](/en/szamlazzhu)
* [Connect Billingo →](/en/billingo)
* [Connect NAV Online Invoice →](/en/nav)

Bank account connection is coming soon — see [Bank connection](/en/bank).