Onboarding and tax details
Right after you confirm your email, Aikount walks you through a short onboarding to get your company ready. The bulk of this step is your tax details: you enter them once and they're reused everywhere else.
The tax details it asks for
Onboarding collects the tax information for your company or your activity as a freelancer:
- Legal name (or your full name if you're a sole trader).
- Tax ID (NIF, or NIE / CIF as applicable).
- Registered tax address.
- Tax regime that applies to your activity.
These details identify who you are to the tax office, so it's worth copying them exactly as they appear on your official documents (for example, your census registration or your incorporation deed).
Why getting it right up front matters
What you enter here doesn't stay in your profile alone: it feeds the rest of the accounting.
- Invoices. Your legal name, tax ID and address appear as the issuer on every sales invoice.
- Tax models. The AEAT models (such as
303,130or349) are prepared from your real accounting and use these identifiers. - Accounting books. The journal and the ledger are kept on this same data.
Fixing the legal name or tax ID later forces you to review invoices and models that are already generated. Spend a minute checking them now and you'll save yourself rework afterwards.
The tax regime shapes how Aikount handles your VAT and IRPF and which models apply to you. If your activity has intra-EU operations or you sell to EU consumers, this feeds into 349 and 369 (OSS); you'll see the detail in the Taxes section.
Last step: connect your bank
Onboarding ends by offering to connect your bank. It's not required to get started, but it's what makes your movements flow in on their own so you can reconcile them against invoices and expenses. The connection goes through regulated PSD2 gateways, read-only, and Aikount never stores your credentials.
- Connect it now or do it later in Connect your bank (PSD2).
After onboarding
- Invite your accounting firm or your team to work on the same data: Invite your team and accountant.
- Start issuing invoices or uploading expenses from the Dashboard.