JPK_VAT (Superseded)

The previous SAF-T JPK_VAT feature which follows the JPK_VAT(3) structure are applicable for transactions booked prior to October 2020.

Generating the JPK_VAT XML File

To generate the Poland JPK_VAT XML file:

1. Go to Lists > Custom > STA PL LOC SAF-T.

2. Set the following fields:

   1. Subsidiary

   2. Legal Name, VAT ID, and Email will be sourced from Subsidiary record if those information are available

   3. Report Type: JPK_VAT

   4. Version

   5. Date Filter Type

   6. XML Date Source: When XML Date Source is set to Custom, following will be taken into account

      1. Sales:

         • DataSprzedazy is sourced from Delivery or Receipt Date

         • DataWystawienia is sourced from Document Date

      2. Purchase:

         • DataWplywu is sourced from Delivery or Receipt Date

         • DataZakupu is sourced from Document Date

   7. From and To Dates

3. Click Generate Report button.

4. An alert pops up “The SAF-T file generation is in progress which can take a few minutes. You will be notified by email once completed.”  You can check the scheduled script status by clicking the link.

To download the Poland JPK_VAT XML file:

1. Go to Documents > Files > File Cabinet.

2. Browse / search for the designated folder.

3. Click the Download link next to the file.

Alternatively, you may click the link from the email notification and download the file.