/
Poland Localization Implementation - Activity

Poland Localization Implementation - Activity

Owned by Ben Catalan
Apr 10, 2024
2 min read

 

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

 

 

 

Related content