How about personal income tax?
The personal income tax can be confusing for many self-employed entrepreneurs (using a trade certificate).
By yourselves or using professionals?
The promise of various guidebooks and tools that guarantee the creation of a tax return by yourselves often ends in frustration, failure and uncertainty.
So there is nothing simpler than leaving it to the professionals and having the tax return for the self-employed processed. The prices are also very favourable.
What materials to prepare?
- personal data (full name, birth certificate number, residential address, email, telephone, etc.)
- bank account number or address (for sending any excess payments)
In case of employment:
- confirmation of taxable income from all employers in 2022
If you are self-employed:
- identification number (ID)
- subject of business activity (the specific activity you perform)
- variable symbol assigned by the Social Security Administration (under this variable symbol you pay social security deposits)
- the name of the health insurance company which you are insured with
- list of income and expenses in 2022 – the date of receipt of payment is important, not the date of issuing the invoice
- overview of paid advances for health and social insurance for 2022. You should receive it from the health insurance company by email or post. The Social Security Administration (OSSZ) no longer sends reports and it is necessary to download them from the Social Security Administration portal after logging in via the data box or e-identity. Alternatively, you can calculate the amounts paid from bank statements
- information about whether you voluntarily pay the sickness insurance as a self-employed person
- information important to determine whether the business is your main or secondary activity (concurrent employment, studies, disability or old-age pension, maternity or parental leave)
Documents confirming entitlement to various tax rebates for 2022 (if they apply to you):
- confirmation from school of your studies
- confirmation of receiving a disability pension or possessing a ZTP/P (disability) card
- information about the children for whom you apply the tax rebate (only one of the parents is entitled to do so) – full name and personal identification number (or birth certificate), for children aged 15 and over, a confirmation of their studies, a statement by the spouse that they do not apply the rebate to the children in question
- data about the spouse without their own income (or with income up to CZK 68,000 per year, most social benefits are not included in this income) – full name, personal identification number and a declaration of the spouse
- confirmation from the insurance company or pension fund about the amounts paid for life insurance or supplementary pension insurance
- confirmation from the bank regarding the interest paid on the mortgage loan
- confirmation of a donation made for public benefit purposes
- confirmation of voluntary (unpaid) blood donation
- confirmation of trade union membership fees paid
- confirmation of payment for examinations verifying the results of further education
- confirmation of payments for the child's attendance at kindergarten
The price of personal income tax processing
- Only employment in the Czech Republic (§6)
Price for processing of approx. 1,200 CZK
Processing of the tax return based on the documents supplied
- Employment + secondary self-employment (§6 + §7)
Price for processing of approx. 2,300 CZK
Processing of tax returns and reports for the Social Security Administration (OSSZ) and the Health Insurance Company based on the documents supplied
- Self-employed (§7)
Price for processing of approx. 2,300 CZK
Processing of tax returns and reports for the Social Security Administration (OSSZ) and the Health Insurance Company based on the documents supplied
- Combination of multiple incomes (§6, §7, §8, §9, §10)
Price for processing of approx. 2,900 CZK
Processing of tax returns and reports for the Social Security Administration (OSSZ) and the Health Insurance Company based on the documents supplied