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New Project - Hungary Localization Implementation Guide

New Project - Hungary Localization Implementation Guide

Owned by Ben Catalan
Apr 22, 2024
3 min read

Scope

Feature

In Scope

Poland SAF-T Report

Yes

Poland Invoice and Credit Memo Layout

Yes

Financial Report

Yes

Exchange Rate Integration NBP

Yes

Payment File and Split Payment

Yes

Vendor Whitelisting

Yes

Add On - Out of Scope

Feature

Include

Hours

Feature

Include

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 CIT Requirements

25 Hours

Payment File Customization

8 Hours Per Template

Pre-requisites prior to localization implementation

  • Sandbox Environment

  • User should have Basic NetSuite Training (P2P, O2C, R2R)

  • Poland Subsidiary and Nexus Created

  • Chart of Account and Accounting Context/Localize Number for Poland

  • Company Bank Details for Supported Bank (IPKO, MBANK)

  • Vendor and Customer should be in placed already.

    • Required Fields for Localization

      • Legal Name

      • Tax Registration Number[Without “PL”]

      • Address

  • Bundles and Enable Features

    • Following NetSuite bundles need to be installed:

      • NetSuite SuiteApps License Client

      • International Tax Reports

      • Supplementary Tax Plugin

    • Following NetSuite Enable Feature

      • Custom Records

      • Client SuiteScript

      • Server SuiteScript

      • Accounting Periods

      • Advanced PDF/HTML Templates

Implementation Activities

Feature

Core NS Task

Local Account

Staria

Feature

Core NS Task

Local Account

Staria

JPK-V7M/V7K - VAT Returns

  • Poland Subsidiary and Nexus Created

  • Chart of Account for Poland

  • Company Bank Details for Supported Bank (IPKO, MBANK) Creation

  • Vendor and Customer should be in placed already.

    • Required Fields for Localization

      • Legal Name

      • Tax Registration Number[With “PL”]

      • Address

  • Review and Confirmation of Tax Code

  • Poland Subsidiary Information

  • Provide Company Specifics Use Cases

  • JPK V7 Testing

  • Configure Default Tax Code

  • Configure Forms for Supported transaction (Bills, Bill Credit, Invoice, Credit Memo, Journal Entry)

  • Configure Poland Localization Setting

  • Training of JPK V7 Generation

JPK_KR – Book of Accounts

  • Import of Chart of Account related to required JPK_KR fields.

  • Preparation of Chart of Account for the JPK_KR Requirement

  • Provide Company Specifics Use Cases

  • JPK KR Testing

  • Configuration of Saved Search for KR

  • Training of JPK KR Generation

SAF-T JPK_FA  - VAT Invoices

 

  • Provide Company Specifics Use Cases

  • JPK FA Testing

  • Configuration of Forms for Supported transaction (Invoice, Credit Memo)

  • Configuration of Poland Localization Setting

  • Training of JPK FA Generation

JPK_WB  - Bank Statement

 

  • Provide Company Specifics Use Cases

  • JPK WB Testing

  • Configuration of Poland Localization Setting

  • Training of JPK WB Generation

NBP Exchange Rate Integration

  • Confirm Exchange Rate to be include on NBP FX

  • Provide Company Specifics Use Cases

  • Confirm NBP Exchange Rate

  • Configuration of NBP Exchange Rate

  • Training of NBP Exchange Rate

Polish Invoice and Credit Memo Layout (Template)

  • Customization of Staria Polish and Invoice Layout Template

  • Confirm Invoice and CM Layout

  • Provide to NS Core team the Layout

FIFO Bank Revaluation

 

  • Provide Company Specifics Use Cases

  • Fifo Bank Testing

  • Configuration of FIFO Bank Revaluation

  • Training of FIFO Bank

Vendor Whitelisting using NIP #

 

  • Testing of Vendor Whitelisting

  • Configuration of Vendor whitelisting

  • Training of Vendor Whitelisting

Split Payment

 

 

 

Staria Poland Localization SuiteApp items specify here on the product overview are part of scope of the localization

Compatibility and out of Scope

Compatibility

  • This SuiteApp supports OneWorld accounts.

  • This SuiteApp supports Legacy Tax.

  • This SuiteApp may support accounts with the Multi-Book Accounting feature but only when the Primary Book is in EUR/PLN/HUF.

Out of Scope

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