Income-tax return and social insurance overview
The personal income-tax return for the EPO and the self-employed overview for the ČSSZ’s e-filing, in three steps.
Step by step
- Open “Taxes” › “Income-tax return” and pick the tax year.
- In the step “Deductions and credits”, check the donations, interest, insurance, credits and children, and choose “Save”. Then choose “Next”.
- In the step “Business and advances”, check the income and the calculation, and add the advances paid each month. Choose “Save” and “Next”.
- In the step “Person and files”, fill in your name, birth number and address; with the spouse credit, the spouse’s details; and the details of each child you claim.
- Choose “Download the tax return”. Whatever is missing or wrong is shown at its field.
- For the overview, add your date of birth and the three-digit code of your social security office, and the reason for a secondary activity if you had one, then choose “Download the social insurance overview”.
- Load the return (DPFDP7) into the EPO on the tax portal, and the overview into the ČSSZ’s e-filing.
Good to know
Nothing typed in the last step is stored; each file is made on download and kept nowhere.
When a file cannot be made yet, the page says why and offers “Open the tax settings”.
Related articles
- Tax settingsHow you keep your books, your tax office and the details every filing carries. The calculations and the files follow them.
- Running tax calculation and limitsWhat this year costs you in tax and insurance, and how far you are from the VAT registration limit and from your flat tax band’s limit.
- Export documents and expensesDocuments or expenses of a period or of a selection, as a file for your accountant or in your accounting program’s format.