Generating a JPK_VAT report for Poland

Use the Poland VAT Export form, which is part of the Poland Country Pack optional module, to export all VAT information for a range of tax dates into a JPK_VAT formatted XML, which you can then send to the tax authorities. Some prerequisite setup is required in other forms, as indicated in the steps below.
Note: This form supports the older JPK_VAT format. To generate the new JPK_V7M (VDEK) format, see Generating a JPK_V7M report for Poland.
  1. Perform this one-time setup for the report:
    1. Follow the steps to set up the Poland Country Pack, if not yet performed.
      See General configuration of the application for Poland.
    2. In the Logical File Folders form, create a logical folder called PolandVATExport to hold the exported VAT file, if the folder does not yet exist. Set the authorization groups for the folder to General Ledger, Accounts Payable, and Accounts Receivable.
      See the help about Configuring Logical Folders, and the List of Logical Folders to Define.
    3. On the Tax Line Numbers form, set up the line numbers for tax basis and tax amounts, corresponding to the K_Box numbers used in the Polish submission. Include lines for domestic sales and for EU sales.
      See the help about Setting up VAT Tax Line Numbers.
  2. After AR invoices or AP vouchers have been posted, open the VAT Report form.
    Select the tax system and jurisdiction specified above. Sort by line number. When you click Print, the VAT report shows a summary of the AR invoices and AP vouchers, according to the JPK_specific Tax Line Number setup.
  3. In the Poland VAT Export form, specify this information:
    Tax System
    Specify the item-based tax system.
    Tax Jurisdiction
    Specify the tax jurisdiction to use for the report.
    Version
    Specify the JPK VAT format version to use. This information is included in the XML.
    Tax Period Starting/Ending Date
    The export will find invoices and vouchers where the Tax Date (which might be different from the invoice or voucher date) is within this range.
    Logical Folder
    Specify the logical folder that will hold the exported JPK_VAT file. This folder must already be defined. See step 2.
    File Name
    Specify the file name to use for the exported file. By default, the name is PolandVATFile_currentdate.xml, where currentdate is in the form DDMMYYYY.
  4. Click Preview to view the grid of information that will be exported.
  5. Click Print to export the file and place it in the specified logical folder and filename.
  6. Click Files to open the file maintenance form linked to the currently selected logical folder.
    Use the form to download the exported file to a local folder. You must have the appropriate permissions to access the folder.