Setting Up the Tax Codes

Setting Up Tax Code JPK_V7 Positions

The default saved searches used by the JPK_V7 feature are looking into how the tax codes are mapped to each position. The transaction lines are reported based on the tax code position mapping.

To map a specific tax code to the tax position in the JPK_V7 XML file:

Go to Setup > Accounting > Taxes > Tax Codes.
Click Edit next to the tax code that needs to be mapped.
Select the tax position(s) in the JPK_VAT Position multi-select field.
Click the Save button.

Default Tax Code JPK_V7 Position Mapping

The table belows shows the common mapping of the NetSuite tax codes as against the JPK_V7 position:

Tax Label	Tax Rate	Notional Rate	Position
FA-PL	23%	0%	40-41
I-PL	23%	0%	25-26,42-43
S-PL	23%	0%	19-20,42-43
R-PL	8%	0%	17-18,42-43
R1-PL	5%	0%	15-16,42-43
E-PL	0%	0%	10,42-43
ER-PL	0%	8%	21,23-24,42-43
ES-PL	0%	23%	21,23-24,42-43
ESSP-PL	0%	23%	29-30,42-43
ESSS-PL	0%	23%	11,12
EZ-PL	0%	0%	21,23-24,42-43
IS-PL	0%	23%	27-28,42-43
O-PL	0%	0%	22
OS-PL	0%	0%	11
RC-PL	0%	23%	13
Z-PL	0%	0%	13,14,42-43

You may create or rename the tax labels based on your preferences as long as you ensure that they map it with the correct JPK_V7 position.

Invoice VAT Summary Rate Type

There is a requirement in Polish invoices to declare the type of distinction of tax codes that are zero-rated or exempt. This will be displayed as part of the VAT summary portion in the invoice PDF layout.

To set up the VAT rate type on zero-rated or exempt tax codes:

Go to Setup > Accounting > Taxes > Tax Codes.
Click Edit next to the tax code that needs to be mapped.
Select the tax type in the [STA] PL VAT Rate Type.
Click the Save button.

Tax Special Procedures for JPK_FA

Go to Setup > Accounting > Taxes > Tax Codes.
Click Edit next to the tax code that needs to be mapped.
Select the applicable [STA-PL] TAX SPECIAL PROCEDURES from the list.
Click the Save button.

For questions or concerns, please contact support@staria.com.

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