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Overview

Based on Chapter 2 of the Polish accounting law, companies should keep a subsidiary ledger that includes sales and purchase transactions with sufficient detail to meet tax requirements. A new report is included in this version that will help users generate a VAT report for both sales and purchases in PDF format.

For more information, please read the following topics:

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Configuring the VAT Sales and Purchase Report

To configure the Poland Localization Settings for the VAT register:

  1. Global search: Poland Localization Settings.

  2. VAT Register PDF Folder. - enter the internal ID of the folder where the generated PDF files will be stored.

  3. VAT Register Date Field — Enter the internal ID of the field that will be used as a date filter when generating the report. The default value is trandate.

  4. Select the saved searches that will be used as the source for each part:

    1. Sales VAT Register

    2. Sales - Tax Rate VAT Summary Search

    3. Sales - Tax Code VAT Summary Search

    4. Purchase VAT Register Search

    5. Purchase - Tax Rate VAT Summary Search

    6. Purchase - Tax Code VAT Summary Search

  5. Click the Save button.

Generating the VAT Sales and Purchase Report

To generate the VAT register report:

  1. Go to Reports > Poland Reports > Generate VAT Register. (Administrator)

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  2. Select the Language:

    1. English - the generated file will be in English.

    2. Polski - the generated file will be in Polish.

  3. Select the Subsidiary.

  4. Select the Start Date of the report.

  5. Select the End Date of the report.

  6. Select the Report Type:

    1. Sales

    2. Purchase

    3. Both Sales and Purchase

  7. Click the Save button.

  8. Click the Generate Report button.

  9. Click the Refresh button until the files are created.

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  10. Click the links to the file to preview or download.

Note

Date Range Limitation: The maximum report date range may vary based on transaction volume and text field length. High transaction counts and lengthy text fields can reduce the allowable date range, potentially causing errors during report generation.

Recommendation To avoid errors, users should reduce the report date range, which can help prevent script issues and ensure successful report generation.

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Send an email to support@staria.com for questions or concerns regarding this topic.