Table of Contents

Overview

The Poland Localization Settings record defines preferences and configures localization features. A record must be created for each Polish subsidiary utilizing Staria’s Poland Localization.

Creating Poland Localization Settings Record

To create new Poland Localization Settings:

1. Navigate to Setup > Staria Poland Localization > Poland Localization Settings > New. Alternatively, you may type the keywords Page: New Poland Localization Settings on global search.

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2. Under Primary Information field group:

   1. Select a Subsidiary from the list.

   2. Enter the Tax Office Code default value for the JPK reports. This refers to the office code to which the JPK file is submitted.

3. Under the JPK Entity Identifier field group:

   1. Enter any one of the 3 identification numbers (If more than one identification number is entered, only one XML element will be reported based on this hierarchy):

      1. Tax Identification Number.

      2. EUPLVATID

      3. IMPLVATID

   2. Enter the Full Name to be used for the JPK reports. A maximum of 256 characters is allowed.

   3. Optionally, enter the REGON.

   4. Enter the Default Currency Code using the three-letter local currency code (ISO-4217).

4. Under the Entity Address subtab, enter the following:

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   1. Country Code

   2. Voivodeship

   3. District

   4. Community

   5. Street

   6. House Number

   7. Premises No.

   8. Township

   9. Postcode

   10. Post Office

5. Under the JPK_V7 subtab:

   1. Enter the field ID of the date field to be used as the tax point date in the Date Filter.

   2. Enter the internal ID of the folder in the file cabinet where you want to save the JPK_V7 file in the XML Folder ID.

   3. Enter the email address to be used as send in the Email Sender.

   4. Select the Email Template.

6. Under the JPK_KR subtab:

   1. Check the Use Transaction Date As Filter box to use the transaction date field as a date filter instead of accounting periods.

   2. Enter the internal ID of the folder in the file cabinet where you want to save the JPK_KR file in the XML Folder ID.

7. Under the JPK_FA subtab, enter the internal ID of the folder in the file cabinet where you want to save the JPK_FA file in the XML Folder ID.

8. Under the JPK_MAG subtab, enter the internal ID of the folder in the file cabinet where you want to save the JPK_MAG file in the XML Folder ID.

9. Under the JPK_WB subtab, enter the internal ID of the folder in the file cabinet where you want to save the JPK_WB file in the XML Folder ID.

10. Under the Vendor Whitelisting subtab:

    1. Enter the internal ID of the folder in the file cabinet where you want to save the PDF Files in the PDF Folder ID.

    2. Check the Overwrite Vendor Data box if you want to overwrite the following fields with data from API (Wykazu podatników VAT):

       • REGON

       • Bank Account Numbers

11. Click the Save button.