Tax dossier – The ID card of your business

When you start a company, open a sole proprietorship, or begin any form of registered activity, the first step after registering with the Business Registers Agency (APR) is opening a tax dossier with the Tax Administration. Many entrepreneurs and business owners are not even aware of how important this dossier is – it essentially represents the “ID card” of your business from the state’s perspective.

What is a tax dossier?

A tax dossier is a digital collection of all data that the Tax Administration keeps about you as a taxpayer. Whether you are an entrepreneur, a company, or an individual with tax obligations – there is a dossier for you. It records all your tax activities, filings, payments, debts, resolutions, and any interruptions in meeting your obligations.

Why is the tax dossier important?

From the moment you register your business, your tax dossier becomes active. It is used every time the Tax Administration makes decisions about your business – whether it’s tax refunds, issuing warnings, enforced collection, granting tax benefits, subsidies, or even when you apply for government tenders or grants.

An irregular, outdated, or problematic tax dossier can make it difficult for you to:

Obtain loans or government incentives
Participate in public tenders and competitions
Avoid additional interest and penalties
Operate regularly without account blockages

What does the tax dossier contain?

The tax dossier includes all key elements of your tax status. Specifically, it contains:

Taxpayer card – a basic overview of your status, including your Tax ID (PIB), activity codes, headquarters information, and responsible persons.
Overview of tax filings – all the tax returns you have submitted, including VAT, corporate income tax, employee contributions, flat-rate obligations, and more.
Payment records – every payment you’ve made to the state budget, with dates, amounts, and reference numbers.
Debt status – all debts you owe to the state, including principal taxes, interest, and penalties.
Tax administration resolutions – e.g., decisions on assessed tax, warnings, penalty interest, or debt rescheduling.
Tax suspensions and interruptions – if your tax obligations were temporarily suspended or restructured.

How to check your tax dossier?

You can check your dossier through the ePorezi portal on the Tax Administration website of the Republic of Serbia. To access the dossier, you need a qualified electronic certificate issued by authorized bodies (e.g., Serbian Post, Halcom, etc.).

Through the ePorezi system, all the above data is available, along with the option to print certificates of settled obligations, submit tax returns, and view all statuses.

Mistakes to avoid

Many taxpayers make errors that can later cause serious consequences:

Duplicate filings for the same period
Incorrectly filled reference numbers
Unlinked payments
Unsubmitted reports despite settled obligations

That’s why it’s important to check your tax dossier regularly (at least once a month) and immediately contact your local Tax Administration office if you find any discrepancies.

Conclusion

The tax dossier is not just a record – it is a tool that allows you to prove the compliance of your business. Regular monitoring saves time, money, and energy and can be decisive when applying for funds, partners, or loans. If you are at the beginning of your business journey, make sure your dossier is clean, accurate, and up-to-date from the start – because it is one of the foundations of stable business operations.

TAX INTERNATIONAL – YOUR TRUSTED PARTNER FOR TAX & ACCOUNTING!

Looking for a reliable financial advisor? We’re here to help! Our expertise ensures smooth business operations, tax optimization, and professional administrative support.

Our services:

Accounting services
Tax consulting
Company and business registration
Payroll calculation
Freelance tax management
Invoice issuing and administrative support