Confirm your company tax profile in SamBooks

The tax profile tells SamBooks what kind of company you are: regime, VAT, ATECO code, and whether you're a habitual exporter. It's the first onboarding step because many automations (menu sections, VAT calculations, content) depend on it.

What it's for

On first sign-in SamBooks sets the standard regime (RF01), the one most companies use. You confirm it's correct or, if you fall into a special case (flat-rate, agritourism, publishing, travel agency…), you change it. The right regime means the right menu, registers and calculations.

Quick confirmation (from onboarding)

From the onboarding card on the dashboard, click "Confirm your tax regime": the "Confirm tax profile" window opens.

• Tax regime — leave RF01 standard if you have no special cases; otherwise choose yours (agritourism RF12, publishing RF07, travel agency RF11, used goods/antiques RF14, flat-rate RF19, etc.).
• Habitual exporter — enable it only if your company has this status (export volume over 10% of revenue): it unlocks zero-VAT invoices under the plafond regime.
• Unsure? Click "Ask Sam": the assistant helps you choose.

Click "Confirm" to tick the step. The step stays reviewable any time ("Review").

The full tax profile

For all the details go to Settings → Company → Tax profile. Here you set:

• Tax regime — the FatturaPA TR0203 code. Changing the regime affects which sections are visible in the menu and disables some modules (e.g. the Balance sheet under the flat-rate regime RF19).
• VAT settlement — Monthly or Quarterly (with 1% surcharge) frequency. Sam suggests the value from your turnover ("Sam estimate" badge).
• ATECO code — your business activity classification: it's the basis for expense categorization, fixed assets and regulatory content. Enter it as on your company registration certificate.
• Operational flags — "I'm a habitual exporter" (enables the VAT plafond and Letter of intent sections) and Social-security fund (TC codes, professionals only).
• Registered office — the office address: search with Google to fill the fields or edit them manually.

Remember to save each block with its button ("Save changes", "Save frequency", "Save ATECO", "Save office").

Why it matters

The tax regime is cross-cutting: it determines which sections you see in the menu, which registers and filings SamBooks prepares, and how it sets up VAT. That's why it's best to confirm it before importing data or issuing invoices.

Common errors

• I don't know which regime to choose — almost all non-flat-rate companies are RF01 standard. When in doubt, use "Ask Sam".
• I enabled habitual exporter by mistake — turn it off: the status should be declared only if real (export over 10% of revenue).
• A section is missing after changing regime — that's normal: some regimes (e.g. RF19) hide modules that don't apply.

FAQ

Can I change the regime later? Yes, from the Tax profile; your data stays and only what's applicable changes.

What does flat-rate (RF19) change? It simplifies the menu and disables modules that don't apply (e.g. Balance sheet, VAT settlements).

Where do I set the VAT frequency? In Tax profile → VAT settlement; Sam suggests monthly or quarterly from your turnover.

Related guides

• Complete your SamBooks onboarding — every step to get started.
• Tax regime codes RF01-RF19 — what each FatturaPA code means.
• Habitual exporter status and the VAT plafond — when and how to enable it.