Getting started · 4 min read

First steps in Taxorio

Get started with Taxorio in a few minutes — how to sign up, go through the setup wizard, fill in your company details, and issue your first invoice as a self-employed person (OSVČ), step by step.

Welcome to Taxorio

Taxorio is an invoicing app built specifically for Czech self-employed people (OSVČ). Within minutes of signing up you can issue your first invoice, track your income and expenses, and keep an eye on your tax obligations.

Signing up and signing in

Create an account at app.taxorio.cz/register, and sign in afterwards at app.taxorio.cz/login. There are two ways to sign up:

  • Email and password — enter your email and choose a strong password (at least 8 characters).
  • With a Google account — a quick one-click sign-up, nothing to remember.

As soon as you sign up you're logged in and the setup wizard starts right away — there's nothing to wait for. At the same time, a verification link goes out to your email, valid for 24 hours; clicking it confirms your address and takes you to the sign-in page with a confirmation that your email is verified. Until you confirm it, you can't e-mail clients or share an invoice by link.

A new account gets its first 14 days of PRO free, with no payment card — so you can try the paid plan's features too. After that the account switches to Free on its own and nothing is charged; see the Subscription article for details.

The three-step wizard

The wizard walks you through three short steps — it takes about two minutes, and you can change everything later in Settings.

  1. Business
    Enter your company ID (IČO) — Taxorio fills in the company name, registered address and tax ID (DIČ), if any, from the ARES register. In the same step you choose your VAT status: Non-payer (no VAT), Identified person, or VAT payer. Taxorio pre-selects the option from the registers: non-payer from ARES, VAT payer or identified person from the register of VAT payers (ARES can't tell the two apart). If the register of VAT payers doesn't respond, nothing is pre-selected and the choice is yours. The decision is always yours — switch it if it doesn't match. An identified person also fills in the registration date — it is in the VAT registration document from the tax office. If you're not sure which one applies, the wizard has a "How do I know?" hint next to the choice — a VAT payer has a certificate of VAT registration from the tax office, and a tax ID (DIČ) assigned by ARES alone does not mean you are a VAT payer. If you pick a non-payer status and have an IČO, Taxorio also asks whether you pay flat-rate tax; if you do, once you finish the wizard it takes you straight to the flat-rate tax activation, where you pick the tier and the year of entry. No IČO yet? Click I do not have a Company ID yet and fill in your name and address by hand.
  2. Address and contact
    Confirm or fill in your registered address, contact email and phone. These details are printed on every invoice.
  3. Bank and taxes
    Bank account, tax office and flat-rate expenses. An account number is needed for the QR payment on invoices — a Czech account number with a bank code is enough, Taxorio works out the IBAN for you. Taxorio suggests the tax office from your postcode. The whole step is optional — skip it with the Skip, I'll fill in later button.
💡 Tip: Anything you skip in the last step can be filled in any time in Settings — the bank account under Company details or Bank accounts. Without an account number, though, invoices won't carry a QR payment.

Your first invoice

On the last step Taxorio optionally asks whether you already invoice in another program: Yes, I'll transfer my data takes you to the import wizard once you finish, No, I'm just starting straight to a new invoice. Without an answer you land on the Overview once the wizard is done (if you chose flat-rate tax, on the flat-rate tax activation first; your chosen first step follows after it). Issuing your first invoice takes less than a minute:

  1. Click the New invoice button — it's right there on the main Overview card, and also in the Invoices section.
  2. Enter or pick a client — for a new client with a company ID (IČO), typing the IČO is enough and the details fill in from ARES.
  3. Add at least one line item: a name, a price and a quantity.
  4. Check the due date (pre-filled from your default payment term — 14 days right after sign-up, changeable in Settings → Invoicing) and click Issue invoice.
💡 Tip: You can send a finished invoice straight to the client by email with the Send button in the header of its detail view — the app generates the PDF automatically and attaches it.

What next?

Once you've got your first invoice out of the way, it's worth going through these areas:

  • Company setup — upload the logo that will appear on your invoices.
  • Overview — get to know the main "net earnings" card and the cards Taxorio puts together based on your tax regime.
  • Expenses — start recording your costs, so you have a complete picture of how the business is doing.