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New KATA protection (documents issued to businesses)

Under the new KATA tax type, as a general rule you may issue invoices only to private individuals; a document issued to a business (payer) can terminate KATA status. Számlázz.hu supports this with an account-level KATA protection: the system also applies this account setting when you issue invoices through Számla Agent.

Account setting​

The setting is at Settings → Account settings → Tax and financial data (Beállítások → Fiók beállításai → Adózási és pénzügyi adatok). Direct link: Tax and financial data.

  1. Set Current tax type (Aktuális adónem) to Új kata (2022. szeptember 1-től) (New KATA, from 1 September 2022).
  2. Turn on „Figyelmeztetést kérek, ha vállalkozásnak állítanék ki bizonylatot” (Warn me if I would issue a document to a business).

New KATA protection – Tax and financial data

On the web invoice editor, the enabled protection shows a warning before the invoice is saved. Through Számla Agent this is not a warning, but a block: the request is rejected with an error, and the document is not created.

Error code 491​

If the issuer account's tax type is new KATA, the protection is on, and the request would issue a document to a business (payer), the response is:

A számlakibocsátó fiók beállított adóneme az új kata adónem, emiatt vállalkozások felé nem állíthatsz ki bizonylatot.

Error code: 491. See Basics / Error handling & error codes.

The system typically treats the buyer as a business when the request contains a tax number (<adoszam> or <adoszamEU>).

What to do​

  • You do not want to invoice businesses (new KATA general rule): remove the company name and tax number fields from the webshop / integration checkout, so they are not sent in the Számla Agent request. Details: What to do as a new KATA taxpayer if you use Számla Agent (Hungarian).
  • You also need to invoice businesses (for example taxi passenger transport, which is an exception): set the toggle above to Off (Kikapcsolva). Turning the block off applies to every invoicing channel of the account (web UI, Agent, delegated invoicing). Details: Taxi invoicing to businesses (Hungarian).
warning

Turning the toggle off is at your own risk. Under new KATA, an invoice issued to a business (payer) may terminate KATA status.