Monthly tourist tax (IFA) return
How to prepare a client's monthly tourist tax return per accommodation, generate the XML for the municipal portal and the PDF from it, and send them.
Under Tourist tax (IFA) the number of guest nights is recorded per client, month and accommodation. The system calculates the tax payable and produces the XML that can be uploaded to the e-önkormányzat (municipal) portal and a PDF image of the return; both are stored in the document centre.
Before you start
- The tax rate of the municipality and year must exist in the settings (the Settings button on the IFA page).
- The accommodation must exist under Master data → Properties with the client as operator and a complete address (postcode, town, and street name or lot number).
- The client's data must be complete: tax number, registered seat and the 17-digit statistical number (KSH).
Preparing a return step by step
- Open NAV → Tourist tax (IFA) and click the blue + button at the top right (Add).
- Choose the Client company. The seat and the statistical number are taken from the client's master data.
- Set Year, Month and Type (Return or Self-revision).
- Pick the accommodation in Operated property of the client and click Add. A return can hold several accommodations, all in the same town.
- Municipality — year (rate) is selected automatically from the town of the first accommodation and the year.
- Fill in the lines per accommodation: 1. Total guest nights in the month, line 2 (permanent residents), the statutory exemptions 3.1–3.12, the local exemptions 4.1–4.2 and the discounts 7.1–7.2. Lines 5 (taxable), 6 (tax) and 8 (payable) are calculated by the system.
- Fill in the filler's data (Title, Surname, Given name, Phone, E-mail), Submitter company and Submitter person, Place of signature and Date of signature, then click Save. Saving stores the data only; the answer lists anything still missing.
- In the list click the Generate XML + PDF again (overwrites the previous files) icon in the return's row. The files are stored in the document centre.
- Download the file with the Download XML (upload it on the e-önkormányzat portal) icon and upload it to the portal. With Send by e-mail (PDF + XML attached, in the Mail menu) you can also send it by e-mail.
Rules and messages
| Situation | What the system does |
|---|---|
| lines 2 + 3 + 4 exceed line 1 | "Lines 2 + 3 + 4 are more than line 1 (total nights) on an accommodation." |
| the discount exceeds the tax | "The local discount (line 7) is more than the calculated tax (line 6)." |
| the same accommodation twice | "The same accommodation is added twice." |
| no accommodation | "Add at least one accommodation." |
| the property is in another town | the system points out that one return covers one municipality |
| such a return already exists | only one return per client, municipality, month and type is allowed |
| no setting for the town and year | the system points to NAV → IFA → Settings |
- If you change the return after the files were generated, the row shows a clock-arrow mark meaning the file is outdated: generate it again.
- The Delete file button of an attachment row removes one generated file.
- Depending on your rights, the red bin icon deletes the return permanently with its files or moves it to the trash.
Example
Sample Ltd. runs an apartment at Lake Balaton. In August 2026 guests spent 120 nights there, 14 of them by guests under 18. Line 3.2 gets 14, so 106 nights are taxable. With the configured rate the system calculates the tax payable; the accountant uploads the generated XML to the e-önkormányzat portal and e-mails the PDF to the managing director.