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_KR structure, you will have no less than 3 days to hand them over. The exact date will be specified in the request.
One of the structures is the JPK_KR. This represents the book of accounts. Book of accounts comprise files of accounting entries, activities, and balances which include:
a journal;
a general ledger
a subsidiary ledgers
trial balances of general and subsidiary ledger accounts
list of items of assets, liabilities, and equity
Generating the Polish JPK_KR
To generate the Poland JPK_KR XML file:
Go to Reports > Poland SAF-T > Generate JPK_KR link.
Select the Language in which you want the user interface to be displayed.(English or Polish)
Select a Subsidiary from the list. This defaults to the user’s subsidiary.
Select the Date From and Date To fields.
Review or modify the following:
Header Information;
Entity Identifier;
Entity Address details.
Click the Generate JPK_KR button.
A Poland JPK_KR Record will be created for each run. You will be redirected to the Poland JPK_KR Record.
Click the ”Refresh” button to check if the status field to see if the report generation is ”Completed”.
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.
For steps or instructions on how to submit the JPK WEB Client tool, see this page.
For questions or concerns, please contact support@staria.com.