Account and company settings in Taxorio — editing your company details and logo, configuring VAT and the tax period, managing your Free/Pro subscription, and GDPR data export.
Forward your bank notifications to a unique email address — AI reads the payment and matches it to an invoice. The article also covers the Bank section, where you approve and re-match payments. A PRO plan feature.
Forward invoices and receipts to your collector address — AI extracts them and files them into the document inbox, just as if you'd uploaded them manually. A PRO plan feature.
How to set up your company details and upload your own logo in Taxorio — how the name, company ID (IČO), tax ID (DIČ), address and logo end up in the header and footer of your PDF invoices.
Comparing the Free and Pro plans in Taxorio — an overview of invoice and expense limits, how to upgrade to Pro or cancel your subscription, and how billing works.
How to export all your data in Taxorio, how to delete your account and permanently erase your records, and what rights the GDPR data protection regulation guarantees you as a user.
Where in Settings to find your VAT status, tax period, flat-rate expenses and tax office, how these differ from the Tax regime tab, and how each choice affects your calculations.
How to import clients, invoices and expenses into Taxorio from another invoicing tool or from your own files — step by step, including how to read the preview, fix skipped documents and the batch limits.