Tax tracker, KATA, flat-rate tax, and VAT
How automatic tax calculation works for Hungarian tax regimes with set-aside suggestions
Tax tracker
The tax tracker automatically calculates your tax liability based on the configured regime and tells you how much to set aside for the next payment. It does not replace your accountant, but it eliminates end-of-month panic.
Where to find it
Finances → Tax Tracker tab. Or on the Overview page in the right-side card.
Supported tax regimes
Bookinda supports four Hungarian business regimes:
1. KATA (full-time small entrepreneur)
- Monthly tax: 50,000 HUF (default, editable)
- Annual revenue cap: 18,000,000 HUF (default)
- Tracks: percent toward annual cap
- Warnings: yellow above 75%, red above 90%, overage at 100% (40% extra tax!)
2. Flat-rate tax (40% / 80% / 90% cost ratio)
- 40%: general service providers (consultants, lawyers)
- 80%: service providers (hair, beauty, massage) ← most salons
- 90%: retail
- Calculation: revenue × (1 - cost ratio) × (PIT 15% + social 18.5% + employer tax 13%)
- Breakdown: card shows PIT, social, employer tax separately
3. General VAT (limited companies)
- VAT rates: 27% / 18% / 5% / 0%
- Filing frequency: monthly, quarterly, or annual
- Collected vs deductible: card shows separately
- Payable: VAT collected – VAT deductible
4. None (NONE)
If no regime is set, only general revenue/expense tracking, Tax Tracker shows a warning.
The "Next payment" card
Tax tracker shows a unified card for any configured regime:
- Amount: next due payment
- Due: date + days remaining
- Progress bar: percent already set aside from cash register
- Warnings: alerts when set-aside percent is low
When to use it
Scenario 1, you're on KATA and worried about the 18M cap Tax Tracker tab. You see the percent. If at 80% well before year end, time to think: throttle bookings, or switch to flat-rate next year. Module warns above 75 and 90%.
Scenario 2, flat-rate service provider, want to set money aside during the year Tax Tracker tab. See your tax load so far (PIT, social, employer tax line by line), and "Next payment" tells you the current quarterly installment.
Scenario 3, VAT-registered company, monthly filing deadline approaching Tax Tracker tab. Card shows VAT collected and VAT deductible separately, plus payable balance. You know exactly what to wire.
Scenario 4, switching tax regimes mid-year Finances → Settings → Tax regime. Change applies to the next calculation. Old and new regimes get separate years.
The "Year to date" panel
A second card on the Tax Tracker tab shows year-to-date:
- Revenue YTD
- Expenses YTD
- Result (revenue – expenses)
First benchmark to share with your accountant.
Tips
- The set-aside suggestion is a virtual reserve, not an automatic transfer. You need to move it to a separate account yourself.
- For KATA, also watch the 3M HUF related-party cap, Bookinda does not track it.
- Flat-rate 80% is for service providers, hair and beauty fall in this category. Confirm with your accountant if unsure.
- VAT filing frequency is set by the tax authority, not your choice. In Bookinda it only affects calculation.
- Tax calculation is an estimate, always consult your accountant for final settlement.