Create JPK Extracts

This topic includes details about creating JPK extracts for Poland and entering transactions.

Overview

To provide the Polish tax authorities with the JPK extracts, you can schedule one of these processes from the Scheduled Processes work area:

• JPK Accounting Books Extract for Poland

• JPK Bank Statements Extract for Poland

• JPK Invoices Listing for Poland

• JPK Sales and Purchase Registers for Poland

Key Insights

Use the JPK extracts to produce the output in a legal format containing these sections:

• Header section.

  • Extract creation details, such as schema, version, creation date, and purpose.

  • Legal entity information, such as name, address, and registration numbers.

  • Requesting tax authority information.

• Detail section containing required details in the legally prescribed format.

Prerequisites

Ensure that you submit these processes before creating JPK extracts for VAT:

• Select Transactions for Tax Reporting

• Tax Allocation

Parameters

This table lists the parameters that apply to all the JPK processes that are mentioned in the topic except when there is a special indication:

Parameter Name	Description
Legal Entity	The legal entity under which the selected transactions were made.
Tax Registration Number	The tax registration number of a company or legal entity for which the JPK extract is delivered. Tax registration number is not required for accounting books.
Requesting Tax Authority Code	The code of the tax authority requesting the JPK extract.
Declaration Purpose	The purpose of the declaration: First declaration delivery Declaration correction Subsequent number of the correct. Used for JPK VAT. Declaration purpose is not required for accounting books.

Create JPK Extracts

Perform these steps to run the processes:

1. Navigate to the Scheduled Processes work area.

2. Click Schedule New Process.

3. Search for the process name.

4. In the Process Details dialog box, enter or select the required parameters.

5. Click Submit.