Getting started · 5 min read

The Overview: what it shows you

The home screen you land on in Taxorio: net earnings after tax and levies, cards assembled around your tax regime, a year-long chart with an outlook, the "Awaiting your attention" queue, and a tax calendar with amounts.

What the Overview is

Overview is the screen you land on after signing in. It doesn't show everything Taxorio knows — it shows what a small business owner asks most often: how much is left from the business, who to remind about an invoice, and what deadlines are coming up.

The main card at the top

The dark card at the top answers the question "how much of this is actually mine". Depending on your tax regime, and on how much Taxorio knows about your situation, it shows one of three numbers:

Net earnings — in the standard regime, your money after deducting expenses, estimated income tax, and social and health insurance. In the flat-rate regime it's income after deducting the flat-rate tax assessed for the months of the year so far — expenses aren't deducted, because they don't enter the calculation in this regime. Below the number is a bar showing what share of your income goes to each item, and what's left for you.
Net profit before tax — just income minus expenses. In the standard regime, Taxorio shows this when it doesn't have enough data to estimate tax and levies (for example, right after sign-up, before you fill in your tax settings), or when you're currently running a loss.
Income — in the flat-rate regime, while there's nothing yet to deduct for the given year: either you're only entering the regime from next year, or your first payment hasn't arrived yet.

On the right side of the card are two buttons for what you do most often — New invoice and Scan document. You don't need to go to another section for that.

Income and expenses on the Overview are calculated on a cash basis — by the date of payment, not the date of issue. That's how tax records are kept for income tax, so the Overview matches what you'll later see in Taxes & insurance. The exception are cards that can't be cash-based by nature: Unpaid invoices works with documents that simply aren't paid yet, and the VAT-related cards follow the date of supply.

💡 Tip: The tax and levy estimate is indicative and runs continuously — it's calculated from what you've earned so far. That's why it's low in January and closest to reality in December.

Cards differ by your regime

The row of cards below the main card is not the same for everyone. Taxorio shows only what applies to you — VAT payers, non-payers and people on flat-rate tax need different numbers.

The cards appear as soon as you have your first document in Taxorio — on a completely empty account they'd show nothing but zeros. Two of them are always there:

Received this year — paid invoices excluding VAT, by the date the payment arrived. Below the number is a comparison with last year on the same day, and columns for each month.
Unpaid invoices — the amount due including VAT across all unpaid invoices, regardless of the year they were issued. Credit notes aren't counted. If some of them are overdue, the card highlights it in red.

The remaining two slots in the row fill in based on your profile:

VAT (DPH) due — for VAT payers and for identified persons: the tax for the last closed tax period and its due date. For an identified person, the card adds a note that there's no right to deduct.
VAT turnover — for non-payers in the standard regime: the sum of domestic supplies against the CZK 2,000,000 threshold. The card tracks how close you are to mandatory registration.
Tax and insurance — for the standard regime: a rough estimate of income tax and insurance for the part of the year that has elapsed.
Flat-rate tax advances — for the flat-rate regime: how much has been assessed this year, what the monthly advance is, and when the next one is due.
Band limit — for a flat-rate taxpayer who is not an identified person: how much room is left before your band's limit. A flat-rate taxpayer who is an identified person gets a VAT (DPH) due card in this slot instead, and Taxorio tracks the band limit for them with a bar above the cards.

An alert can also appear above the cards when you're approaching a threshold that would change your regime — the flat-rate tax band limit, or the turnover for mandatory VAT registration. It only shows from three-quarters of the limit onward — below that it would just be noise.

⚠️ Warning: The cards are a rough estimate, not a tax return. You'll find the binding figures in Taxes & insurance, where everything is calculated by the actual rules of each form.

The "How your year is going" card

Below the row of cards is a chart for the whole year. It's drawn as a mirror around zero: money received goes up, money paid out goes down, and the green line between them is the profit that's left. Both flows keep their real size this way — a month with high income and high costs looks different from a quiet month.

Above the chart are three numbers the card answers to: income, expenses and profit, each in the colour of its own column. Each also comes with a comparison against last year on the same day. The Chart / Table toggle shows the same thing as a monthly table when you need to read the numbers exactly — there, the best month of the year also carries a best label.

Outlook to year-end

After the last completed month, pale estimate columns continue, and below the chart is the year-end outlook · net earnings. It isn't a single number, but a range ("536,000 – 601,000 CZK") — a single number would pretend to a precision a forecast can't have. The width of the range is calculated from how much your months differ from each other: regular invoicing gives you a narrow range, occasional big jobs give you a wide one.

Right below the outlook, Taxorio also states what the estimate is based on:

Holds your current level — there are still too few months for a trend to stand out from chance.
Follows the level and trend of your recent months — there's now enough data to spot a direction.
Follows the trend of your recent months and the seasonal profile of past years — you have at least one full year behind you, so Taxorio knows which months traditionally earn you more.

Under three months of paid documents, no outlook is calculated at all — an estimate from two months would be a random number dressed up as a forecast.

⚠️ Profit isn't the same as money you can spend. Income tax and insurance are calculated exactly from it. And if you claim flat-rate expenses or you're in the flat-rate regime, this profit isn't your tax base at all — that's calculated as a percentage of income, or expenses aren't taken into account at all. That's why, in that case, Taxorio doesn't call the third number above the chart "profit" but Difference.

Awaiting your attention

A queue of things waiting for your decision — each line tells you straight away what to do about it:

Payments awaiting approval — match a payment to an invoice in the Bank section.
Documents in your inbox — check what's arrived at your collector email address, and file it into expenses.
Overdue invoices — with the total amount clients owe you.

When nothing's waiting, the card says so — it won't just sit there empty.

⚠️ Warning: A VAT payer remits tax on an issued invoice even if the client hasn't paid it. For bad debts, there's a procedure for correcting the tax base (§ 46 of the VAT Act) — it's worth discussing with your accountant sooner rather than later.

Tax calendar

Next to the queue are your upcoming tax obligations — and for the ones where Taxorio knows the amount (insurance advances, the flat-rate advance, calculated VAT), you can see straight away how much the deadline will cost you. The calendar only looks ahead — two to three months depending on your tax period — and lists the nearest deadlines from that window. A deadline within a week is red, within two weeks orange, further out blue. Deadlines that have already passed aren't shown here.

Which deadlines show up depends again on your regime:

VAT payers — the VAT return and the VAT control statement, monthly or quarterly depending on your tax period.
Identified persons — the VAT return (always monthly, and only for a month in which you had an obligation to declare tax). An identified person doesn't file a VAT control statement, so its deadline isn't shown.
Social and health insurance advance payments — monthly deadlines with the advance amount.
Flat-rate tax advances — for the flat-rate regime, with the amount; you'll find the variable symbol on the Flat-rate tax advances card in the row above the chart.
Reports for the Social Security Administration (ČSSZ) and your health insurer — their deadline follows the deadline for the tax return. A flat-rate taxpayer doesn't see them, because they don't file these reports.

Click a deadline to expand its description and a link to the section where you take care of it.

Get started with Taxorio

Before your account is fully up and running, right below the main card sits a getting-started guide for new users. At the top is a checklist — company setup, importing data from your previous tool, your first client, your first invoice, your first receipt and a bank account. Each step shows whether it's done, and an unfinished step is also a link straight to where you take care of it. Data import is marked optional: if you're not migrating from anywhere, the checklist finishes without it.

Below the checklist is a row of tiles called What Taxorio can do — taxes and exports, the AI accounting advisor, flat-rate tax, recurring invoices, automatic reminders, and matching payments from your bank. PRO-plan features carry a badge. Right at the bottom is a link to the AI accounting advisor and to this help centre.

Once all the required steps are done, the guide disappears on its own. Before that, you can use the arrow in its header to collapse it into a single-line bar that still shows the next step and your progress — nothing is lost, and you can expand it again any time. The guide only appears for accounts created after it launched; if you've been using Taxorio for longer, you won't see it on the Overview.