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Table of Contents

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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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The JPK_MAG structure relates to warehouse data.

Generating the JPK_MAG

To generate the Poland JPK_MAG XML file:

  1. Go to Reports > Poland SAF-T > Generate JPK_MAG.

  2. Select the Language, English or Polish.

  3. Select the Subsidiary. The default selection is the user’s subsidiary.

  4. Select the Warehouse Location.

  5. Select the Date From and Date To fields.

  6. Review theEntity Information, Subsidiary Details, and Warehouse details. The user can change the field values if necessary.

  7. Click the Generate JPK_MAG button.

  8. The Poland JPK_MAG Record will be created user will be redirected.

  9. Click any of the ”Preview Report” buttons to review the detailed reports for each section.

    1. Preview Report PZ Wartosc

    2. Preview Report PZ Wiersz

    3. Preview Report WZ Wartosc

    4. Preview Report WZ Wiersz

    5. Preview Report MM Wartosc

    6. Preview Report MM Wiersz

  10.  Click the XML file links.

    • Preview [XML File Name] – This 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.

Note

Important: The criteria for the saved searches can be customized to return transactions based on criteria that are specific to the user’s business process. Please contact your administrator for more details regarding each saved search.

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

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