Introduction
Since January 2018, according to the Polish law, every entrepreneur having been VAT payer, has been obliged to issue a SAF-T file, in Polish: JPK file or Jednolity Plik Kontrolny, and send it to the Tax Office.
This article explains how to make the JPK files generation possible in your PGM system.
- PGM system allows to generate the following types of JPK files: JPK VAT/JPK V7, JPK FA, JPK MAG.
- To actually generate the JPK file, check this article.
Before you start
- To access this page, you need this employee permission System Administration → JPK → View
- To generate a file, you need this permission System Administration → JPK → Generate
- To delete a file, you need this permission System Administration → JPK → Delete
Instruction
To access JPK generation page, go to the PGM → Finances → JPK.
Configuration
- It is required that you set up the Tax Office Code using this setting "Legislation.PL.JPK.DefaultTaxOfficeCode".
- JPK V7 variants require that you set up the Tax Office Code using this setting "Legislation.PL.JPK.JpkVatType".
These values are possible to be set in PGM settings:
- JPK VAT can be generated automatically using this task "Legislation.PL.JPKGenerator"