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Consultant NetSuite Readiness for Localization

Feature

Remarks

NetSuite Supplementary Tax Plugin

Reverse Charge and Non-deductible Calculation - Intermediate MUST HAVE

Multibook

Basic Knowledge on Multibooks NetSuite Setup COULD HAVE

Saved Search

Able to troubleshoot complex SQL Formula SHOULD HAVE

Workflow

Basic Knowledge on workflow for Automation SHOULD HAVE

https://staria.atlassian.net/wiki/x/GwDkXQ

Poland Localization Product - General Idea

  • Our SuiteApp Product is a SAAS product - like any other product development company, the solution is only based on the set of features.https://staria.atlassian.net/wiki/spaces/SPLS outside of this features are considered as Not supported or out of scope

  • New Reports/Feature - This will be subject for Product Team Review and normally done to a quarterly PI(Product Increment) Planning.

  • Out of Scope

    • We are not Tax Consultant or Tax Expert

    • Tax Code and NetSuite Taxation- Staria uses only default tax code of NetSuite, Customer need to verify and if there will be additional work this need to be created by the netsuite implementing team. 

    • Netsuite Functionality, Setup and Training – Should be done by Core NetSuite implementation team and Customer Internal NS Team

    • Chart of Account and Accounting Context - Local Account

    • Translation of Forms to local Language

    • Basic Netsuite Functionality Training

    • Creation of data

  • Product Compatibility

Note: The features of the Poland Localization SuiteApp work only with NetSuite OneWorld accounts using Legacy Tax.

(tick) NetSuite OneWorld is supported

(tick) Legacy Tax is supported

❌ NetSuite single instance / non-OneWorld is not supported

(warning) Multi-book is partially supported - This SuiteApp may support accounts with the Multi-Book Accounting feature but only when the Primary Book is in PLN. Please reach out to our team to evaluate what options are available for you.

❌ SuiteTax is not supported

Add On - Out of Scope

Feature

Hours

Supplementary Tax Calculation for Reverse Charge and Non-deductible

8 Hours

CIT Deductibility Report

2 Hours

Multibooks Customization

25 Hours

VAT Exchange Rate - To handle independent FX Rate for VAT purposes and CIT Requirements

25 Hours

Payment File Customization

8 Hours Per Template

Implementation Challenges

Features

  1. Implementation Challenges

General

  1. All PDF Changes is Customization

  • Invoice, Credit Memo, Prepayment and Correction - PS Dev

  • Localization Report such as : VAT Register, Trial Balance Etc. - Product Customization

  1. Derived From % issue When bundle is updated - Consultant needs to update the ID of the field. custrecord_sta_derivedfrompercent

image-20240409-104332.png

V7

WORKING

  1. Subsidiary VAT ID - Only number no prefix needed

  2. Poland Dates

  3. Procedure Codes

  4. VAT Exchange Rate

  5. Tax Code

    1. V7 Presentation

    2. Non-Deductible

    3. Reverse Charge

  6. XML Submission

    1. We generate xml file of jpk V7:  file ‘VN_VDEK_2_00FC7AE630FE38C5E06328D40C0A9DE9.xml’ . (I also attached its equivalent in Excel for your reference: ‘VN - Dane JPK typu Ewidencje Zakupu i Sprzedaży VAT (JPK_V7M1) 230721-114806.xlsx’.

    2. We make initial upload on Ministry of Finance website for verification. If the verification is passed then MF creates a ‘initupload’ file: ‘initupload_VN_VDEK_2_00FC7AE630FE38C5E06328D40C0A9DE9.xml) which can be signed by certified e-signature https://e-mikrofirma.mf.gov.pl/jpk-client/send

    3. We sign with e-signature and as a result we have a initupload.xml.XadeS file (‘initupload_VN_VDEK_2_00FC7AE630FE38C5E06328D40C0A9DE9.xml.XadES)

    4. We upload signed file ‘initupload.xml.XadeS’ to MF and when it is successfully validated we receive status CORRECT (POPRAWNY)

    5. Ministry of Finance sends to our e-mail address code to check and download UPO (confirmation of receipt)

    6. We put the code to ‘Sprawdz status’ (Check the status) tab of MF website and we download UPO (‘upo (20).pdf’).

KR

  • Solution is not tested and not confirmed yet by any of the customer

  • Schema is working on JPK Web Client Validator

  • Search Customization

MAG

  • Solution is not tested and not confirmed yet by any of the customer

  • Schema is working on JPK Web Client Validator

  • Search Customization

WB

  • Solution is not tested and not confirmed yet by any of the customer

  • Search Customization

FA

  • Solution is not tested and not confirmed yet by any of the customer

  • Schema is working on JPK Web Client Validator

  • Search Customization

  • Deprecated KSEF

Vendor Whitelisting

Exchange Rate Integration

  • Relying on NetSuite Currency Exchange Rate Record

Invoice and Credit Memo PDF Layout

  • Layout Customization

  • Item type with Inventory Detail is not supported - Manual process of correction

VAT UE

  •  VAT UE Correction

FIFO Revaluation for Bank Accounts

 

Trial Balance Report

EXN Report -

PDF Customization

General Ledger Report

EXN Report -

PDF Customization

VAT Sales and Purchase Report

EXN Report -

PDF Customization - Product Customization

AR and AP Subledger Reports

EXN Report -

PDF Customization - Product Customization

Financial Statement Layout

  • Annual Submission of Financial report in XML - Not Supported

  • NetSuite Standard Saved Report

Payment File Templates

NetSuite EFT Module

Split Payment Use Case is not supported, only Payment Template

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