1. Implementing Financials for EMEA
  2. Set Up VAT Registers and JPK Extracts for Poland

Set Up VAT Registers and JPK Extracts for Poland

Set up the following common tasks before you can process JPK extracts:

  • Address Format

  • Taxpayer Representative

  • Legal Entity

  • Legal Registration

  • Poland Specific Information for a Legal Entity

Address Format

To submit online accounting tax transactions in the JPK format, companies must maintain the company and third-party addresses in a specified structured format. To set up the address in the accurate format, perform the following steps:

  1. Navigate to the Manage Address Formats page from the Setup and Maintenance work area.

  2. Enter Legal Address for Poland in the Name field, and click Search.

  3. Enter Legal Address for Poland from the Search Results section, and click the Edit icon.

  4. In the Format Variation Layout section of the Format Layout tab, assign the values in the Address Element and Prompt columns for the line and position you want. You can also mark an attribute as Required.

  5. Click Preview Layout to preview the layout that you specified.

  6. Save your changes.

Taxpayer Representative

The JPK Extracts for Poland feature lets you include documents issued by the taxpayer representatives. To define a taxpayer representative, perform the following steps:

  1. Navigate to the Edit Supplier: Poland Registered page.

  2. In the General section of the Profile tab, select Attorney from the Supplier Type list of values.

Legal Entity

You must define tax identification numbers, such as NIP and REGON, for the legal entity in the following manner:

  • Enter NIP as the tax registration number in the Legal Entity Tax Registration for VAT Regime for Poland field.

  • Enter the tax registration number for the Legal Entity for Statistical Purposes in the REGON attribute.

Legal Registration

Perform the following steps to set up legal registration for Poland:

  1. Navigate to the Legal Entity Tax Registrations page.

  2. Search for the Vision Poland report.

  3. Enter the REGON value in the REGON field.

The primary address of the legal entity is extracted from the Legal Entity Registration Address field. To update the legal entity address, perform the following steps:

  1. Navigate to the Manage Legal Address page from the Setup and Maintenance work area.

  2. Enter Vision Poland Report, and click Search.

  3. Select the Vision Poland Report legal entity, and click Edit.

  4. Select the address you want to update in the Legal Entity Addresses section, and click Edit. You can now update the address in the Legal Registration Address field.

  5. Select the Set as default registration check box to select the address you entered as the default registration address.

Poland Specific Information for a Legal Entity

If your company operates through a taxpayer representative then you must set up a taxpayer representative, and select the taxpayer representative in the Taxpayer Representative attribute of the Additional Financials Information for the Legal Entity.

You must also identify the reporting tax authority so that it is available as the default value for all report parameter sets. The names and codes of the reporting tax authorities in Poland are predefined in the application.

E-mail Address and Phone for JPK VAT Register