What to ask the AI assistant
The AI assistant in Taxorio handles questions about an overview of your data, legislation, tax calculations, the contents of your document inbox and incoming payments, and how to find your way around the app. Below are specific examples for each category.
Overview of invoices and finances
- "How much have I invoiced in total this year?"
- "How many unpaid invoices do I have and what's their total value?"
- "Which clients owe me the most?"
- "What was my turnover for the first quarter of 2026?"
- "Show me an overview of income and expenses for April."
- "How many invoices have I issued for ABC s.r.o.?"
- "Find invoice number 20260015."
- "How many reminders have already gone out for invoice 20260015?"
VAT and the tax calendar
- "How much VAT will I owe this quarter?"
- "What are my nearest tax deadlines?"
- "What's my output and input VAT for 2026?"
- "When do I need to file my VAT return for March?"
Legislation and tax questions
- "What's the VAT rate on construction work?"
- "What is flat-rate tax, and would it be worth it for me?"
- "How does reverse charge work when invoicing to Germany?"
- "What expenses can I claim as self-employed (OSVČ)?"
- "What percentage of flat-rate expenses applies to a programmer?"
Tax calculations
- "How much will I pay in social insurance advances from next year?"
- "What will my income tax be if I reach a turnover of CZK 800,000?"
- "Compare flat-rate tax vs. actual expenses for my situation."
Document inbox and incoming payments
- "What's waiting in my document inbox?"
- "Why didn't that payment from a client match up with an invoice?"
- "Show me pending incoming payments."
App navigation and help
- "Where in Taxorio do I set the invoice due date?"
- "How do I set up an invoice that issues itself automatically every month?"
- "How do I issue a credit note?"
- "How does a proforma invoice and the tax document for the advance payment work?"
- "How do I export the VAT return as XML for EPO?"
Tips for asking specific questions
The AI assistant works best when your questions are specific. General recommendations:
- Narrow down the time period — instead of "this year", try "for 2026" or "for Q1 2026".
- Name specific clients or invoices — "invoices for ABC s.r.o." works better than "invoices for big clients".
- Ask one thing at a time — combining several questions in one message can lead to an imprecise answer.
- For legislative questions, describe your situation — "I'm a non-VAT payer, self-employed (OSVČ), a programmer — how do I claim flat-rate expenses?"
💡 Tip: If the answer isn't accurate, try rephrasing the question or splitting it into several steps. The assistant picks up context from the conversation — build on its previous answers.
💡 Creating and editing records through AI: On the Free plan, the assistant only reads your data. On the PRO plan, it can also suggest actions — issue an invoice, mark it as paid, cancel it, send it by email, send a reminder, attach a document from Taxorio to it, create, edit or delete a client and an expense, pause and resume a recurring invoice schedule, and update your company settings — but always only after you confirm with a button. Steps with a bigger tax impact are not something the assistant does: you issue a proforma invoice, confirm a received advance payment, issue a final invoice, a corrective tax document, or a credit note refund ("Payment refunded") in the app itself, and the same goes for creating or editing a recurring invoice schedule. To control Taxorio with commands from an external AI tool (ChatGPT, Claude, Cursor, Cline…), use the MCP integration, also on the PRO plan.
⚠️ Note: The AI assistant provides informational support, not legally binding tax advice. For complex tax decisions, always consult a tax advisor or accountant.