Table of Contents

Configuring the VAT-UE Report

To configure the VAT-UE reporting feature from Poland Localization SuiteApp:

1. Go to Setup > Staria Poland Localization > Poland Localization Settings (Administrator).

2. Click the Edit link next to the Poland Localization Settings of the subsidiary you are setting up the VAT-UE.

3. On the Poland Localization Settings, go to the VAT-UE tab.

   Open

   

4. Enter the Date Filter. This field will be used as a filter to get the transactions within the date range of the year-month selected by the user when generating the report.

   1. If you are using the transaction date field, enter trandate.

   2. If you are using a custom date field, enter the ID of the field.

5. Enter the Folder ID. Enter the internal ID of the folder where the generated files will be saved.

6. Select the default saved searches for the following sections:

   1. Group 1. The default saved search is [STA-PL] VAT-UE Group 1 Information on intra-Community deliveries of goods.

   2. Group 2. The default saved search is [STA-PL] VAT-UE Group 2 Information on intra-Community purchases of goods.

   3. Group 3. The default saved search is [STA-PL] VAT-UE Group 3 Information on intra-Community provision of services.

7. Click the Save button.

Role Permission Settings

To utilize the VAT-UE report, add Poland VAT-UE custom records permission for the user roles that will generate this report.

Generating the VAT-UE Report

To generate the VAT-UE report:

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

   Open

   

2. Select or enter the following:

   1. Subsidiary. - only subsidiaries where the country is Poland will be displayed in the list.

   2. Year. - this defaults to the previous month’s year.

   3. Month. - this defaults to the previous month.

3. Click the Save button.

4. Click the Generate Report button.

5. Click the Refresh button until the process has been completed.

6. Once completed, click the View Report button.

7. After reviewing the results, click the Back button.

8. Click the Download link to get the report.

For more information about each subtab:

Submitting the VAT-UE Report

To submit the VAT-UE report:

1. Access the latest VAT-UE Report submission link (Click Here)

2. Click on Importuj plik XML.

3. Drag and drop the generated VAT-UE XML in the box. Otherwise, click Dodaj plik and select the generated VAT-UE XML.

4. The XML details will be loaded on the page. Review each section, and once ready, click Sprawdź to check the details.

5. The page will show you the result of the check. Any error will be identified and shown on the screen.

   1. If there are errors, make the necessary adjustments to the XML or manually fix each section and perform the check again.

6. Click Akceptuj I wyślij to Accept and Send the VAT-UE report.