Austrian Tax Compliance
UVA with official KZ mapping and FinanzOnline XML, ZM, Austrian VAT rates, AfA with half-year rule, and IFB — the local rules are built in, not bolted on
Business Software
Bookkeeping and Invoicing Built for Austrian Small Businesses
Record income and expenses, create compliant invoices with SEPA QR codes, generate your UVA with FinanzOnline XML export, and hand clean data to your tax advisor — all in one bilingual web application. German and English. No bloated ERP.
Numerical Integrity
Integer-cent money math end-to-end, immutable Storno counter-invoices, and client snapshots make every document exact and audit-stable
Time Savings
Bank import with duplicate detection, AI receipt capture, recurring invoices, and one-click AfA booking eliminate the repetitive work of monthly bookkeeping
Advisor-Ready Handover
BMD-compatible incremental exports and a complete report suite turn year-end handover into minutes instead of days
What it's about
PM TaxStack
PM TaxStack is a multi-tenant web application for tax bookkeeping and invoicing, built by premotion media for small businesses, solo entrepreneurs, and freelancers who account under the Austrian Einnahmen-Ausgaben-Rechnung (cash-basis accounting, § 4 Abs. 3 EStG). It replaces outdated desktop tools with a fast, modern browser interface — dense data tables, precise typography, and a fully bilingual German/English UI.
Every amount is stored and calculated in integer cents — no floating-point money math, ever. VAT at the Austrian rates of 0%, 10%, 13%, and 20% is calculated automatically and bidirectionally between gross, net, and tax. From the first booking to the finished UVA, the numbers stay exact.
PM TaxStack covers the full cycle: booking entry, invoicing with PDF and e-invoice output, quotes, recurring invoices, fixed-asset depreciation, bank import, tax reports, and exports for your tax advisor. An integrated AI layer answers questions about your data and turns scanned receipts into booking drafts — always with your review before anything is saved.
Features
Thought through to the daily workflow.
Every building block is focused on a clear benefit and fits into existing processes.
Feature Section
Record income (Einnahme) and expense (Ausgabe) transactions against a predefined Austrian chart of tax accounts, seeded automatically for every company. Document numbers auto-increment per type, year, and company. Gross, net, and tax recalculate bidirectionally as you type.
Booking Engine — Austrian Einnahmen-Ausgaben-Rechnung
Record income (Einnahme) and expense (Ausgabe) transactions against a predefined Austrian chart of tax accounts, seeded automatically for every company. Document numbers auto-increment per type, year, and company. Gross, net, and tax recalculate bidirectionally as you type.
- Austrian tax accounts for revenue, purchases, intra-community acquisitions, travel, private use, and depreciation — plus custom accounts
- VAT rates 0%, 10%, 13%, 20% with automatic gross/net/tax calculation in integer cents
- Private-portion split (Privatanteil): one entry becomes linked business and private bookings
- Intra-community acquisition (IG-Erwerb) handling with paired bookings and derived acquisition tax
- Bank, cash, and private payment accounts with per-year opening balances and running balances
- Cost centers for slicing income and expenses by project or department
- Sortable, filterable, year-scoped booking list with color-coded income/expense rows
Invoicing — Compliant Invoices with PDF and SEPA QR
Create professional invoices with dynamic line items, discounts, per-rate VAT grouping, and automatic sequential numbering per company and year. Every invoice freezes a snapshot of the client's data at creation time, so documents remain historically accurate even when master data changes later. Cancellations follow Austrian practice: a Storno creates an immutable counter-invoice with negated amounts and its own sequential number — nothing is ever silently deleted.
- Line items with quantity, unit, rate, and per-line VAT; live-calculated totals
- Client snapshot system: invoices always render from frozen data, never the live master record
- Storno workflow with counter-invoice, credited status, and configurable watermark on the PDF
- A4 PDF generation with a built-in template editor: logo, colors, fonts, margins, column toggles, and footer text
- SEPA QR code (EPC069-12) on every invoice — customers scan and pay from any banking app
- Status tracking from draft through issued, paid, and overdue, including bulk mark-as-paid matched from bookings
- Invoice dispatch by email with configurable templates and a full send log
Quotes and Recurring Invoices
Issue quotes (Angebote) with the same line-item engine as invoices, track their lifecycle from draft through accepted or rejected, and convert accepted quotes into invoices in one step. For ongoing engagements, subscription billing generates invoices automatically on a monthly, quarterly, yearly, or custom cadence.
- Full quote lifecycle: draft, issued, accepted, rejected, expired, converted
- One-step conversion from accepted quote to invoice
- Recurring invoices with start/end dates, next-run scheduling, and pause/resume
- Generated invoices stay cross-linked to their source subscription
E-Invoicing — XRechnung and ZUGFeRD
Generate structured electronic invoices that meet the European e-invoicing standard EN 16931. PM TaxStack produces XRechnung 3.x XML as well as ZUGFeRD 2.3 hybrid documents — a PDF/A-3 that embeds the machine-readable XML inside the human-readable invoice.
- XRechnung 3.x XML output for public-sector and B2B recipients
- ZUGFeRD 2.3 (EN 16931 profile) hybrid PDF/A-3 generation
- Built-in validation with a per-invoice compliance report
- Automatic mapping of invoice data, tax categories, and unit codes to EN 16931 fields
Tax Reports — From Journal to UVA
Ten purpose-built reports follow one consistent pattern: pick a period, review a sortable on-screen table, then export as PDF or CSV or print directly. The year selector in the navigation scopes everything to the active financial year.
- Account statement (Kontoauszug) with running balances and full booking journal
- Sales tax book (Umsatzsteuerbuch), input tax book (Vorsteuerbuch), and periodic VAT control list
- UVA (Austrian VAT advance return) with official KZ field mapping — including a FinanzOnline-conformant XML file for direct upload via Datenstromübertragung
- ZM (EC sales list) grouped by customer VAT ID for intra-community supplies
- Profit and loss (Erfolgsrechnung) in net and gross variants, plus cost-center breakdowns
- BMD-compatible export file for handover to your tax advisor, with incremental "already transferred" tracking
Fixed Assets and Depreciation (AfA)
A complete asset register with Austrian tax depreciation built in. Assets receive auto-incrementing inventory numbers, and annual depreciation bookings are generated at the press of a button.
- Linear and degressive (30%) depreciation with the Austrian half-year rule
- Automatic switch from degressive to linear when the linear remainder is higher
- Investment allowance (IFB) from 0–22%, including Öko-IFB, booked per asset on demand
- One-click AfA auto-booking for all active assets of the selected year — idempotent, never duplicated
- Disposal handling with retirement date and sale proceeds
- Asset register report with acquisition cost, accumulated depreciation, and remaining book value
Bank Import and AI Receipt Capture
Import bank transactions from George (Erste Bank) JSON and CSV exports through a three-step flow: upload, review every row in an editable preview, then commit atomically in a single database transaction. Duplicate detection keeps re-imports safe. Receipts go in even faster: upload a photo or PDF and the AI vision layer extracts date, amounts, VAT, and a suggested tax account into a booking draft — which you confirm before anything is booked.
- George (Erste Bank) JSON and CSV import with editable preview and per-row exclusion
- Automatic document-number extraction from bank reference text for income bookings
- Fuzzy supplier matching by name and IBAN during import
- Receipt OCR with AI extraction to reviewed booking drafts, including batch processing
- Receipt attachments with thumbnails linked directly to bookings
AI Assistant — Ask Your Books a Question
Ask questions about your bookings, invoices, and reports in plain language. The assistant translates your question into a parameterized, tenant-scoped SQL query and answers from your own data — guarded by a dedicated SQL safety layer.
- Natural-language queries over bookings, invoices, and reports
- Every AI-generated query must carry the tenant scope and is blocked from schema changes and system tables
- Write actions are narrow, explicit, and admin-gated
- Bring your own AI provider key, configured per company in the settings
Clients, Suppliers, and VAT ID Verification
Manage client and supplier master data with autocomplete on every relevant form. EU VAT IDs are verified against the official VIES system, combining an instant local format check with an authoritative EU lookup.
- Client records with billing and shipping addresses, VAT ID, and notes
- Supplier records with VAT ID and IBAN, plus merge and soft-delete safeguards
- Debounced autocomplete on invoice, booking, and import forms
- EU VAT ID verification via VIES with stored verification records
- Client emails with configurable templates in formal German, informal German, and English
Multi-Tenant by Design
One installation, many companies — with strict data isolation enforced at the model layer, not just by convention. Every company has its own bookings, accounts, clients, invoices, and reports; cross-tenant reads and writes are blocked in the persistence layer itself.
- Unlimited companies with fully isolated data per tenant
- Three roles: admin (global), owner (full company access), member (book, view, export)
- Invitation flow: admin invites by email, the user sets their own password — initial passwords are never seen by anyone
- Admin company-context switching for support and oversight
- Full and per-company database backups from the admin panel
How it works
A clear path to the result.
- 01
Step 1 — Set Up Your Company
An admin creates the company and sends an email invitation. You set your own password on first login. The Austrian chart of tax accounts, bank and cash accounts, and number ranges are seeded automatically — adjust them in the settings if needed.
- 02
Step 2 — Record Your Bookings
Enter income and expenses through the booking form, import bank transactions from George exports, or upload receipts and let the AI extract booking drafts for your review. VAT calculates itself; document numbers assign themselves.
- 03
Step 3 — Invoice Your Clients
Create quotes and invoices with autocompleted client data, generate A4 PDFs with SEPA QR codes, produce XRechnung or ZUGFeRD e-invoices where required, and send everything by email directly from the application.
- 04
Step 4 — Run Your Tax Reports
Open the reports section for your UVA with official KZ mapping, download the FinanzOnline XML, review your VAT books, and check your profit and loss at any time during the year.
- 05
Step 5 — Hand Over to Your Tax Advisor
Export a BMD-compatible transfer file with incremental tracking, or PDF and CSV versions of any report. Already-transferred bookings are flagged and excluded from the next run.
Who is it for?
Made for concrete requirements.
The solution is a particularly good fit for these teams, roles and business models.
Solo Entrepreneurs and Freelancers in Austria
Everything the Einnahmen-Ausgaben-Rechnung requires — bookings, VAT, UVA, invoicing, depreciation — in one clean web interface, without the overhead of a full ERP system.
Small Businesses (Kleinbetriebe)
Multiple users with role-based access: owners manage settings and invite team members; members book, view, and export. Gross-based profit views support small-business VAT schemes.
Businesses with EU Cross-Border Activity
Intra-community acquisitions and supplies are first-class citizens: IG-Erwerb bookings, ZM reporting per customer VAT ID, and VIES VAT ID verification are built in.
Tax Advisors (Steuerberater:innen)
Clients deliver clean, structured data instead of shoeboxes: BMD-compatible exports with incremental handover tracking, complete journals, VAT books, and asset registers.
Multi-Company Operators and Service Providers
The multi-tenant architecture manages any number of companies in one installation with strict data isolation, per-company backups, and admin context switching.
Bilingual Teams
Every screen, report, and email template is available in German and English, with locale-correct date and number formats — switchable per user at any time.
Tech & scope
The key details at a glance.
- Application Type
- Web application (browser-based, multi-tenant)
- Backend
- PHP 8.5, lightweight router and controllers — no heavyweight framework
- Database
- MariaDB
- Frontend
- Tailwind CSS 4, Alpine.js, self-hosted fonts (no external CDN)
- PDF Engine
- Dompdf (A4 invoices and reports)
- QR Codes
- SEPA payment QR (EPC069-12)
- E-Invoicing
- XRechnung 3.x, ZUGFeRD 2.3 (EN 16931), PDF/A-3 hybrid
- Tax Scope
- Austrian Einnahmen-Ausgaben-Rechnung, UVA, ZM, AfA, IFB; VAT rates 0/10/13/20%
- Bank Import
- George (Erste Bank) JSON and CSV
- Advisor Export
- BMD-compatible transfer file; PDF and CSV for all reports
- Money Handling
- Integer cents end-to-end — no floating-point arithmetic
- Languages
- German, English (full UI, reports, and email templates)
- Currency
- EUR
- Roles
- Admin, Owner, Member
- Quality Assurance
- PHPUnit, Playwright E2E, PHPStan, CI pipeline
- License
- Proprietary
- Author
- premotion media
- Deployment and Pricing
- Available on request from premotion media
FAQ
Frequently asked questions.
Which accounting method does PM TaxStack support?
PM TaxStack is built for the Austrian Einnahmen-Ausgaben-Rechnung (cash-basis accounting under § 4 Abs. 3 EStG) with full VAT handling at the Austrian rates of 0%, 10%, 13%, and 20%. It is not a double-entry ERP system — by design.
Can I file my UVA directly from the software?
PM TaxStack generates your UVA with the official Austrian KZ field mapping and exports a FinanzOnline-conformant XML file that you upload in the FinanzOnline portal via Datenstromübertragung. The ZM (EC sales list) is produced as PDF and CSV for manual submission.
Does it create legally compliant e-invoices?
Yes. PM TaxStack generates XRechnung 3.x XML and ZUGFeRD 2.3 hybrid PDF/A-3 documents conforming to EN 16931, with built-in validation and a per-invoice compliance report.
How does my tax advisor get the data?
Through a BMD-compatible export file covering master data and bookings, with incremental handover: already-transferred bookings are flagged and excluded from the next export. Every report is additionally available as PDF and CSV.
Which bank imports are supported?
PM TaxStack imports George (Erste Bank) exports in JSON and CSV format. Every import runs through an editable preview with duplicate detection before an atomic commit creates the bookings.
What exactly does the AI do — and is it safe?
Two things: it answers natural-language questions about your bookings, invoices, and reports, and it extracts booking drafts from uploaded receipts. Every AI-generated query is forced through a guard that requires tenant scoping and blocks schema changes; every extracted booking requires your confirmation before it is saved. You configure your own AI provider key per company.
Can several companies use one installation?
Yes. PM TaxStack is multi-tenant from the ground up. Each company's data is isolated at the persistence layer, users are invited per company with defined roles, and admins can create full or per-company database backups.
Is the software available in English?
Fully. The entire interface, all reports, and the email templates exist in German and English, including locale-correct date and number formatting. Users switch languages with one click.
Ready?
Clean Books. Compliant Invoices. Zero Bloat.
PM TaxStack brings the entire bookkeeping cycle of an Austrian small business into one precise, bilingual web application: bookings with automatic VAT, invoices with SEPA QR and e-invoice output, depreciation, bank import, AI-assisted capture, and every tax report from journal to UVA. Built by premotion media for businesses that want formally correct books without an oversized ERP system. Deployment options and pricing are available on request.
Discuss your project