Table of Contents

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_MAG structure, you will have no less than 3 days to hand them over. The exact date will be specified in the request.

The JPK_WB structure relates to the bank statements.

Generating JPK_WB XML File

To generate the Poland JPK_WB XML file:

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

2. Select the Language, English or Polish.

   Open

   

3. Select the Subsidiary. The default selection is the user’s subsidiary.

4. Select the Date From and Date To fields.

5. Review the following (You may change the field values if necessary.):

   1. Entity Information

   2. Subsidiary Details, and

   3. Warehouse Details.

6. Click the Generate JPK_WB button.

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

Poland JPK_WB Record

The Poland JPK_WB record keeps track of the status of the report generation and lets the user access the generated XML file.

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

2. Click the ”Preview Report WyciagWiersz” button to review the detailed report.

3. Click the XML file buttons.

   • Preview [XML File Name] – This 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.