Sign up and setup

Creating an account and the three setup steps

Create your account

1. On the sign-in page, choose Sign up.
2. Enter the business’s VAT number (9 digits, with or without EL) and press Look up. The registered legal name, trade name, tax office and address appear. If it says No business was found for this VAT number, check the digits.
3. Press Next and fill in your first and last name, email, an optional mobile number, and a password (at least 8 characters, with an uppercase letter, a number and a symbol).
4. Press Sign Up. You are signed in immediately.

Look up fills in the registered business from the VAT number

The language menu (top right, EN / ΕΛ) sets the language for your account.

Setup: three steps

Step 1 of 3 — Tell us how you’ll use TaxLayer

• Accounting firm — you handle the books for many client companies. Each client has its own myDATA codes, documents and figures.
• Business — you keep the books for one company, yourself or with your own team.

There is no setting to change this afterwards. If you pick the wrong one, contact support.

Step 2 of 3 — What do you want to use TaxLayer for?

Tick any of the four. Unticked areas are hidden from the sidebar, not deleted; an admin can bring them back from Settings › Pages.

Card	What it shows
Automate document capture and posting	Capture agent, automation rules
Bank, Tax and ERP reconciliation	Co-pilot, Bank Transactions, the reconciliation agent
Generate AI reports	Reports, Chats, Budget vs Actual
Manage and automate VAT and Tax	Home, Income & Expenses and VAT dashboards

Step 3 of 3 — Connect and sync your ERPs

Press Skip for now. Connections are part of the Pro plan, and every new account starts on Free. You can connect later from Connections once you upgrade.

First landing

Admins see a connect window once, on first landing. Choose Later to close it for this session, or Don’t show again.

• Business: Connect your sources — your myDATA codes and your bank.
• Firm: Connect your clients’ sources — either Do it yourself (add each client’s myDATA codes and bank) or Let your clients do it (send a link; the client connects their own). Both routes start from Add your first client / Invite a client.

The line at the bottom holds for every screen in TaxLayer: We only read. We never pay, move money or file anything on your behalf.

Business

Accounting firm

A Getting started pill in the sidebar tracks the basics: add your myDATA codes and upload a document.

Signing in later

Email and password. Remember me keeps your email in this browser. There is no two-factor sign-in or Google sign-in.

If you forget your password, use Forgot Password? — a reset link valid for 10 minutes is emailed to you.