Prerequisites Hungary

The following document outlines the steps that must be taken by the customer before a project kick-off can take place.

We kindly request that you prepare all items by the project kick-off and bring them with you to the project kick-off meeting.

We recommend consulting tax advisors and ERP experts, particularly for questions relating to tax law, official registrations and the creation of invoices in-house, in order to ensure that preparations can be completed in a timely manner.

Owner and responsibilities

Owner	Responsibility
Retarus	Data Transport: Setting up technical infrastructure Data transfer ERP - Retarus Map creation Data validation Transfer from/to authorities (sender/recipient) Error handling Status / Archive data transfer
ERP Expert	ERP integration: Setup of ERP inhouse format Transfer of data from/to Retarus Documentation of ERP inhouse format Integration of any necessary new fields (e.g., Peppol ID, NIP, etc.) Integration of status feedback into ERP / own archive system Connection to own archive (*not required if you use Retarus LTA service)
Tax Advisor / Representive	Local Company / Tax Administration and legal protection: Checking whether internal invoices meet the necessary standards (mandatory fields, etc.), whether the process has been followed correctly (archiving, etc.) Registration with portals, procurement of certificates (legitimation service provider) Legal monitoring (legal changes with an impact on the current invoice)

Specific preparations for Hungary:

Task	Description	Support
Register Online Invoice System	The customer must have a valid registration in the Online Invoice System. The registration process can be launched on the Online Invoice System web interface. https://onlineszamla.nav.gov.hu/	Tax Advisor / Internal
Create Technical User	The customer must create a technical user in the Online Invoice System to be able to use the data reporting interface. The invoice reporting interface is not available for (primary or secondary) web users. Only primary users can create technical users on the Online Invoice System web interface. The customer can, at his sole discretion, determine how many technical users they require for performing their data reporting duty.	Tax Advisor / Internal
Generate signature key and a replacement key	A signature key and a replacement key must be generated for the technical user in the Online Invoice System. These keys can only be generated by the primary user on the Online Invoice System web interface. The signature key is required for calculating the requestSignature value, which is needed for signing messages; the replacement key is required for the server-side encoding and client-side decoding of the data report token. Both must be provided to Retarus.	Tax Advisor / Internal
General information	Read the general information about the introduction of electronic invoicing here: https://onlineszamla.nav.gov.hu/dokumentaciok	Internal

General preparatory steps:

The following tasks are only necessary if no e-invoice interface has yet been set up between Retarus and the customer's ERP system.

Task	Description	Support
ERP Inhouse format	Prepare your ERP system so that it can generate structured data (e.g. with the support of an ERP expert).	ERP Expert
	Create your ERP invoice format (inhouse format) so that it contains all the necessary mandatory fields (e.g. with the support of a tax advisor). EN16931 Field listing (orientation only): EN_16931.xlsx	ERP Expert / Tax Advisor
	Create sample invoices with all possible variants (invoice, credit note, etc.) and in maximum detail (all fields that occur or must be transmitted) (e.g. with the support of the specialist department).	ERP Expert / Finance
	Create format documentation. It is important that a Retarus Implementation Engineer can clearly understand what content is contained in a field. (The format chosen is secondary). The fewer questions that arise during setup, the faster the integration process can take place.	ERP Expert
(Personal) archive	Prepare a process that can retrieve the source /target documents from a Retarus SFTP server, process them, and then delete the data from the SFTP. Optionally, it is possible to agree on a different archiving process. Detailed documentation is required in order to evaluate the integration costs involved.	ERP Expert / Tax Advisor
Error handling	Set up an email address for: General error handling Validation error	ERP Expert