{"id":1212,"date":"2022-08-15T18:29:13","date_gmt":"2022-08-15T18:29:13","guid":{"rendered":"http:\/\/simpletax.hu\/?page_id=1212"},"modified":"2026-01-01T09:08:26","modified_gmt":"2026-01-01T09:08:26","slug":"gyik","status":"publish","type":"page","link":"https:\/\/simpletax.hu\/en\/gyik\/","title":{"rendered":"GYIK"},"content":{"rendered":"<h2>SimpleTax &#8211; gyakran ism\u00e9telt k\u00e9rd\u00e9sek<\/h2>\n<p>To help you find your way around SimpleTax and find out more about working with us, we've put together some frequently asked questions.<\/p>\n<p>If you can't find the answer to your question, don't hesitate to contact us.<\/p>\n<p>\t\t\t\t\t<a href=\"\/en\/contact\/\" target=\"_blank\"><br \/>\n\t\t\t\t\t\t\t\t\tContact<br \/>\n\t\t\t\t\t<\/a><br \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1116\" height=\"1048\" src=\"https:\/\/simpletax.hu\/wp-content\/uploads\/2022\/08\/accounting_17.png\" alt=\"\" srcset=\"https:\/\/simpletax.hu\/wp-content\/uploads\/2022\/08\/accounting_17.png 1116w, https:\/\/simpletax.hu\/wp-content\/uploads\/2022\/08\/accounting_17-300x282.png 300w, https:\/\/simpletax.hu\/wp-content\/uploads\/2022\/08\/accounting_17-1024x962.png 1024w, https:\/\/simpletax.hu\/wp-content\/uploads\/2022\/08\/accounting_17-768x721.png 768w, https:\/\/simpletax.hu\/wp-content\/uploads\/2022\/08\/accounting_17-600x563.png 600w\" sizes=\"auto, (max-width: 1116px) 100vw, 1116px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<h3>Subscription<\/h3>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">What is SimpleTax?<\/a><\/p>\n<p>With the amendment to the Kata Act, many entrepreneurs are forced to choose a different form of taxation for their income-generating activities.<\/p>\n<p>It is estimated that the amendment could leave around 100 000 entrepreneurs without an accountant, as flat-rate taxation is a much more complex form of taxation than the kata, and therefore also creates more administrative burden for entrepreneurs.<\/p>\n<p>SimpleTax was created to help entrepreneurs who are facing a significant increase in their tax bill, a significant increase in accounting fees or who have not found an accountant.<\/p>\n<p>SimpleTax is a suite of services designed for direct flat-rate self-employed individuals, which provides automated processes to help them manage their record-keeping and tax administration tasks more efficiently.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">What services are available with SimpleTax?<\/a><\/p>\n<p>In general, we take over the tasks related to record-keeping obligations from our clients, such as keeping the cash book and the logbook. From a tax administration point of view, our service includes the following:<\/p>\n<ul>\n<li>calculation and submission of your monthly contribution returns (58 returns)<\/li>\n<li>calculation of your quarterly personal income tax advances<\/li>\n<li>automatic notification of taxes due, details of the payment<\/li>\n<li>preparation of your annual personal income tax return<\/li>\n<li>preparation of your annual local business tax return<\/li>\n<li>handling the administration of the transition from kata to flat-rate taxation for a separate fee<\/li>\n<li>we make the necessary notifications when there is a change of insured status<\/li>\n<li>claim sick pay in case of illness (incapacity for work)<\/li>\n<\/ul>\n<p>More over, we can help you to start your sole enrepreneurship starting from 7795 HUF + VAT<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">How can I use the service?<\/a><\/p>\n<p>To become a Client, we need to go through a multi-step process to ensure that we deliver the highest quality of work. This requires the following steps:<\/p>\n<ul>\n<li class=\"translation-block\">Click on <a>Sign up<\/a> to enter your personal and business details.<\/li>\n<li>If you meet all the criteria, you will receive a confirmation email with your individual contract, which you must sign and return to us, and we will also carry out a client due diligence procedure.<\/li>\n<li>After signing the contract and successfully completing the client due diligence, if you have paid for the package of your choice, you will receive a username and password to log in to our site and verify your details so we can start working together.<\/li>\n<li>To be able to act on your behalf and represent you at the tax authority and you local municipality, it's necessary to authorize us. We will let you know about the needed steps in email.<\/li>\n<li>In case you registered a Billingo or Sz\u00e1ml\u00e1zz.hu account, you need to authorize us, as well.<\/li>\n<\/ul>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">How to pay for your services?<\/a><\/p>\n<p>After signing the contract, you can initiate your first payment via the Stripe payment platform. We will send you a payment request by email for this purpose.<\/p>\n<p>After the first successful payment, your subscription will be automatically renewed every month, so we will automatically deduct the monthly fee on the anniversary of your first payment. For more information about Stripe, click <a href=\"https:\/\/stripe.com\/en-hu\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">Will I get an invoice from you?<\/a><\/p>\n<p>Term\u00e9szetesen igen. Minden esetben a sikeres fizet\u00e9s ut\u00e1n \u00e1ll\u00edtjuk ki Neked a sz\u00e1ml\u00e1t. Kiv\u00e9telt k\u00e9peznek ez al\u00f3l az olyan t\u00e9telek, melyek kiegyenl\u00edt\u00e9se \u00e1tutal\u00e1ssal t\u00f6rt\u00e9nik (pl. \u00f6nellen\u0151rz\u00e9s bek\u00fcld\u00e9se). \u00c1tutal\u00e1sos fizet\u00e9s eset\u00e9n a teljes\u00edt\u00e9s ut\u00e1n kapod meg t\u0151l\u00fcnk sz\u00e1ml\u00e1t.<\/p>\n<p>A sz\u00e1ml\u00e1dat minden esetben a Billingo rendszer\u00e9b\u0151l, automatikusan a ki\u00e1ll\u00edt\u00e1s ut\u00e1n kapod meg az info@simpletax.hu c\u00edmr\u0151l.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">What is client due diligence?<\/a><\/p>\n<p>Client due diligence is a requirement for, among others, accounting service providers. This obligation is imposed by Act LIII of 2017 on the Prevention and Combating of Money Laundering and Terrorist Financing. During the customer due diligence procedure, we will prepare a record of your personal and business data, which you will sign to confirm that it is correct, under the knowledge of your criminal liability.<\/p>\n<p>In this context, we are obliged to record and store this data and to update it whenever changes occur.<\/p>\n<p>As part of the client due diligence process, we will need copies of your ID\/licence\/passport (one of the three), with copies of the front and back pages if you choose ID or licence. The easiest way to provide us with copies is to scan or photograph them.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">Why use an invoicing software?<\/a><\/p>\n<p>Digit\u00e1lis k\u00f6nyvel\u0151irodak\u00e9nt a fenntarthat\u00f3s\u00e1gban hisz\u00fcnk, ez\u00e9rt nem prefer\u00e1ljuk a pap\u00edralap\u00fa bizonylatol\u00e1st. Ennek \u00e9rdek\u00e9ben a sz\u00e1ml\u00e1z\u00f3 platformok haszn\u00e1lata \u00dcgyfeleinkn\u00e9l k\u00f6telez\u0151. Egy\u00fattal a megjel\u00f6lt sz\u00e1ml\u00e1z\u00f3 platformok eset\u00e9ben hozz\u00e1 tudsz adni minket a fi\u00f3kodhoz, \u00edgy a nyilv\u00e1ntart\u00e1si k\u00f6telezetts\u00e9gnek hat\u00e9konyan tudunk eleget tenni.<\/p>\n<p>Fontos kiemelni, hogy a hat\u00e9kony m\u0171k\u00f6d\u00e9shez sz\u00fcks\u00e9g lesz arra, hogy Billingo eset\u00e9ben legal\u00e1bb Basic, Sz\u00e1ml\u00e1zz.hu eset\u00e9ben pedig legal\u00e1bb Start csomaggal rendelkezz.<\/p>\n<h3>Technical questions<\/h3>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">How can I give you information about the revenue of my business?<\/a><\/p>\n<p>The easiest - and expected - way to do this is to use billing platforms and give us access to your account. We will constantly monitor and at the same time keep you up to date with your issued invoices through various data transfer links.<\/p>\n<p>If you are not registered with any of the invoicing platforms we support (Sz\u00e1ml\u00e1zz.hu and Billingo), we can obtain information about your invoices from the NAV Online Invoice system and you are required to submit a statement on the amount of your income received during the given period before your monthly contribution returns.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">How do you know that an invoice has been paid by my partner?<\/a><\/p>\n<p>Related to this, it is very important to keep your account up to date on the billing platform. There are two ways to do this:<\/p>\n<ol>\n<li>Both platforms allow you to link your bank account to the platform, so the systems will automatically set your open customer accounts to paid.<\/li>\n<li>You need to update the status of your accounts manually in all cases.<\/li>\n<\/ol>\n<p>Whichever solution you choose, in order for our cooperation to be effective, we ask that you keep the payment status of your invoices up to date, but no later than the end of the month in question for all invoices.<\/p>\n<p>If you are not registered with any of the invoicing platforms we support (Sz\u00e1ml\u00e1zz.hu and Billingo), we can obtain information about your invoices from the NAV Online Invoice system and you are required to submit a statement on the amount of your income received during the given period before your monthly contribution returns.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">I forgot to change the payment status of my invoices in time, what are the consequences?<\/a><\/p>\n<p>From a tax point of view, the inherent consequence is that if a return has already been submitted and a self-review is carried out because of your late submission, and the tax liability increases as a result, a self-audit surcharge may be due.<\/p>\n<p>The self-review surcharge is 365 times the central bank base rate per calendar day, and one and a half times 365 times the central bank base rate per calendar day in the case of repeated self-audits of the same return.<\/p>\n<p>If the self-review did not result in an additional tax liability because the taxpayer paid their tax in full on the original due date or during a previous self-assessment, the amount of the surcharge payable shall be determined in accordance with the general rules, but amounts exceeding 1000 HUF do not have to be declared and paid.<\/p>\n<p>In addition, according to our General Terms and Conditions, if it can be clearly established that the self-review was carried out because the information necessary to prepare the correct tax return was not available to us, we will charge a fee of 4990 HUF + VAT per instance in the invoice due in the following month.<\/p>\n<h3>Accounting related questions<\/h3>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">What happens if I exceed the flat-rate tax ceiling?<\/a><\/p>\n<p>As a rule, in such a case, the self-employed person will be retroactively subject to the so-called income tax under the general rules. In such a case, we will send you an individual quotation, which you can then accept in order to continue working together.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">What happens if I exceed the VAT-free limit?<\/a><\/p>\n<p>As a general rule, once you exceed the exemption threshold, you must issue invoices with VAT and, starting from that month, you are required to submit monthly returns. At the same time, you can deduct VAT on certain costs incurred in the interest of your business (there are exceptions). Given that our services do not cover the preparation of VAT returns, in such cases we will send you a customized quote, which we can proceed with once accepted.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">How do I know how much tax I have to pay?<\/a><\/p>\n<p>Based on your receipts, our system will automatically calculate the amount of tax payable, and you will receive an automatic email from us indicating the account number to be used for the transfer, the beneficiary and the content of the communication field.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">How do I know where I am in the different tresholds?<\/a><\/p>\n<p>We can talk about two different tresholds:<\/p>\n<ol>\n<li>flat-rate tax limit (38 736 000 HUF \/ 193 680 000 HUF or pro rata temporis)<\/li>\n<li>VAT-free limit (20 million HUF)<\/li>\n<\/ol>\n<p>In both cases, you will find written and graphical information in your personal account.<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">Do I have to send in the returns?<\/a><\/p>\n<p>No, we'll do it for you as part of the service. This requires you to grant us permanent access.<\/p>","protected":false},"excerpt":{"rendered":"<p>SimpleTax &#8211; gyakran ism\u00e9telt k\u00e9rd\u00e9sek Ahhoz, hogy min\u00e9l jobban eligazodj a SimpleTax vil\u00e1g\u00e1ban \u00e9s t\u00f6bb r\u00e9szletet tudj meg egy\u00fcttm\u0171k\u00f6d\u00e9sr\u0151l, n\u00e9h\u00e1ny gyakran ism\u00e9telt k\u00e9rd\u00e9st szedt\u00fcnk \u00f6ssze neked. Amennyiben nem tal\u00e1lod a v\u00e1laszt k\u00e9rd\u00e9sedre, ne habozz felvenni vel\u00fcnk a kapcsolatot. \u00cdrok nektek! El\u0151fizet\u00e9s Mi az a SimpleTax? A kata t\u00f6rv\u00e9ny m\u00f3dos\u00edt\u00e1s\u00e1val sz\u00e1mos v\u00e1llalkoz\u00f3 k\u00e9nyszer\u00fcl arra, hogy valamilyen [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_gspb_post_css":"","footnotes":""},"class_list":["post-1212","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/simpletax.hu\/en\/wp-json\/wp\/v2\/pages\/1212","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/simpletax.hu\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/simpletax.hu\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/simpletax.hu\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/simpletax.hu\/en\/wp-json\/wp\/v2\/comments?post=1212"}],"version-history":[{"count":59,"href":"https:\/\/simpletax.hu\/en\/wp-json\/wp\/v2\/pages\/1212\/revisions"}],"predecessor-version":[{"id":29258,"href":"https:\/\/simpletax.hu\/en\/wp-json\/wp\/v2\/pages\/1212\/revisions\/29258"}],"wp:attachment":[{"href":"https:\/\/simpletax.hu\/en\/wp-json\/wp\/v2\/media?parent=1212"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}