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PL_JPK_KR_PD - Report Generation

PL_JPK_KR_PD - Report Generation

Overview

The JPK_KR_PD (Jednolity Plik Kontrolny – Księgi Rachunkowe – Podatkowa Deklaracja) report is part of Poland’s structured audit file requirements for tax purposes. This feature in NetSuite enables users to generate the necessary files (CSV and XML) required for submission to the Polish tax authorities.

Using the JPK_KR_PD reporting tool, users can:

  • Generate structured CSV files containing financial and transactional data.

  • Fill in income tax settlement details manually.

  • Create a compliant XML file based on the Polish tax authority's schema.

Important: While the system facilitates generation of structured files, the correctness, completeness, and accuracy of the data remain the sole responsibility of the user. Please ensure that all manually entered values and automatically generated content comply with applicable Polish tax laws and reporting standards.

This feature does not directly integrate with the Polish tax authority. Submit the generated XML file manually via the official JPK WEB Client (WEB KLIENT) from the Ministry of Finance. Visit their website for details and downloads.

Steps to Generate JPK_KR_PD Report

  1. Go to Reports > Poland Reports > Generate JPK_KR_PD.

  2. Enter the Report Parameters.

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    1. Select the Subsidiary*;

    2. Select the Reporting Start Date*;

    3. Select the Reporting End Date*;

    4. Select the Statement of Transactions and Balances Type;

    5. Select the Financial Year Start - Tax Declaration (optional);

    6. Select the Financial Year End - Tax Declaration (optional);

    7. Select the Purpose of Filing*;

    8. Select the Report Currency*;

    9. Enter the Tax Office Code*;

    10. Enter a Memo (optional)

    11. Click the Save button.

  3. Generate the CSV Files.

    1. Click the Generate CSV File button. A banner will be displayed showing that the CSV File Generation is In Progress.

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    2. The banner will be updated once the CSV Files have been generated successfully.

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      The following CSV files will be created:
      1. Dziennik
      2. ZOiS
      3. Kontrahent

    3. Download the files using the provided links to review the generated data.

      image-20250716-090420.png

  4. Enter Settlement of Income Tax on General Terms
    These values must be entered manually based on the organization’s internal tax data. This section is not auto-calculated.

    1. Revenue exempt from tax

    2. Non-taxable income in the current year

    3. Taxable income in the current year posted in accounting books of previous years

    4. Non-tax-deductible costs

    5. Non-tax deductible expenses in the current year

    6. Tax deductible expenses in the current year posted in books of previous years

    7. Taxable income not posted in accounting books

    8. Tax deductible expenses not posted in accounting books

  5. Generate the XML File.

    1. Once CSVs are reviewed and tax data is entered:

    2. Click the Generate XML button.

      image-20250716-092110.png

    3. The XML will be generated in accordance with the JPK_KR_PD structure required by Polish tax authorities.

 

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