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Overview

From July 1, 2018, all taxpayers who keep tax books and produce accounting evidence in electronic form submit SAF-T structures at the request of tax authorities during tax proceedings, verification activities, tax audits, and customs and tax inspections. JPK has a layout and format (XML schema) that allows easy processing.

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  1. a journal;

  2. a general ledger

  3. a subsidiary ledgers

  4. trial balances of general and subsidiary ledger accounts

  5. list of items of assets, liabilities, and equity

Generating the Polish JPK_KR

To generate the Poland JPK_KR XML file:

  1. Go to Reports > Poland SAF-T > Generate JPK_KR link.

  2. Select the Language in which you want the user interface to be displayed.(English or Polish)

  3. Select a Subsidiary from the list. This defaults to the user’s subsidiary.

  4. Select the Date From and Date To fields.

  5. Review or modify the following:

    1. Header Information;

    2. Entity Identifier;

    3. Entity Address details.

  6. Click the Generate JPK_KR button.

  7. A Poland JPK_KR Record will be created for each run. You will be redirected to the Poland JPK_KR Record.

  8. Click the ”Refresh” button to check if the status field to see if the report generation is ”Completed”.

  9. Click the XMl file buttons:

    • Preview [XML File Name] – Allows the user to view the generated XML file.

    • Download -  Download and save a copy o the XML file to your computer.

    • Edit - Manually update the XML file before downloading a copy of it.

For steps or instructions on how to submit the JPK WEB Client tool, see this page.

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For questions or clarifications, please send an email to nnsuiteapps@staria.com.

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