JPK_FA - VAT Invoices

Overview

From July 1, 2018, all taxpayers who keep tax books and produce accounting evidence in electronic form submit SAF-T structures at the request of tax authorities during tax proceedings, verification activities, tax audits, and customs and tax inspections. JPK has a layout and format (XML schema) that allows easy processing.

If the tax authority, requires you to provide JPK_FA structure, you will have no less than 3 days to hand them over. The exact date will be specified in the request.

The JPK_FA structure is

Generating the JPK_FA XML File

To generate the Poland JPK_FA XML file:

1. Go to Reports > Poland SAF-T > Generate JPK_FA.

   

2. Select the Language in which you would like to run the interface. (English or Polish)

3. Select the Subsidiary. (the defaut selection is the user’s subsidiary)

4. Select the Date From and Date To fields.

5. Review or modify the following:

   1. Entity Information

   2. Entity Address and

   3. Entity Primary Information details.

6. Click the Generate JPK_FA button.

7. The user will be redirected to the Poland JPK_FA Record.

Poland JPK_FA Record

The Poland JPK_FA record keeps track of the status of the report generation and let’s the user access the generated XML file.

1. Click the ”Refresh” button to check if the status field to see if the report generation is ”Completed”.

2. Click any of the ”Preview Report” buttons to review the detailed reports for each section.

   • Preview Report Faktura

   • Preview Report FakturaWiersz

   • Preview Report Zamowienie

   • Preview Report ZamowienieWiersz

3.  Click the XMl file buttons.

   • Preview [XML File Name] – Allows the user to view the generated XML file.

   • Download -  Download and save a copy o the XML file to your computer.

   • Edit - Manually update the XML file before downloading a copy of it.
     JPK_MAG