Tax account download and statement

How to download a client's tax account from NAV per tax year, view the items by tax type, and create, send or delete the statement PDF.

The Tax account is a mirror of the client's itemised tax account kept by the Hungarian tax authority (NAV), per company and tax year. Items are downloaded from NAV and grouped by tax type; for every tax year a statement PDF is stored in the document centre and can also be sent by e-mail.

Before you start

  • The access needed for NAV queries is set in the settings by the system operator.
  • The client company must have a tax number.
  • On the company form, in the Object storage block, a storage rule must exist for NAV query documents; without it no PDF is created.

Downloading step by step

  1. Open NAV → Tax account.
  2. In the filter choose Client Company GROUP and Client Company, and set the period in Date from and Date to or with the Quick range buttons (default: current year).
  3. Click the red NAV sync button below the filter. The system splits the period into calendar years and downloads the booked and pending items per tax year.
  4. After the download a statement PDF is created per tax year. The row shows Tax year, Tax types and Balance.
  5. Open the items with the row's Items icon or the grey double arrow; the Technical items filter hides technical lines.
  6. Clicking the PDF shown under the row opens it in the shared document viewer.

Managing the statement PDF

  • Rebuild statement PDF from stored data (red PDF icon in the row): recreates the PDF without a new NAV query; the new one replaces the old.
  • The PDF template can be chosen separately for manual fetch and rebuild and for the scheduled fetch.
  • Send by email (envelope icon): opens the mail sending screen, where the statement can be attached.
  • Unlink document: removes the PDF's link in the document centre.
  • Purge all statements (header): permanently deletes the statement PDFs of every tax account visible to you from the storage; the downloaded tax account data is kept and the statements can be rebuilt.

Rules

The tax account mirrors the data downloaded from NAV, so items cannot be created or edited by hand — the next synchronisation would overwrite them anyway. Use the NAV sync button to refresh.
  • The red bin button in the header deletes the selected tax accounts together with their linked PDFs. Without a selection: "Please select at least one tax account first!"
  • If the company has no storage rule, no PDF is created and the system says where to set it.

Scheduled download

The download can also be added per company as a scheduled background job in the job queue; the system then downloads the items in the same way and creates the PDF with the template chosen for the scheduled fetch.

Example

Sample Ltd.'s tax account for 2025–2026 is downloaded: the period is 1 Jan 2025 – 31 Dec 2026. After NAV sync two rows appear (2025 and 2026), each with a statement PDF. In the 2026 row the items of the corporate tax type show the payment of 31 May 2026.

Related topics

Related topics: tax authority tax account PDF statement
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