How You Create JPK Sales and Purchase Registers Extracts
This topic includes details about creating JPK Sales and Purchase registers for Poland.
Overview
The JPK Sales and Purchase Registers extracts contain the list of Receivables transactions and Payables invoices that meet the minimum requirements as specified by the tax authorities.
Prerequisites
Ensure that you perform these tasks before creating JPK Sales and Purchase Registers extracts:
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Enter and complete all Receivables transactions for the reported period.
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Enter and validate all Payables invoices for the reported period.
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Post all Receivables transactions for the reported period by submitting the Create Accounting for Receivables transactions process.
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Account all Payables invoices for the reported period by submitting the Select Transactions for Tax Reporting for the specified period.
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Select the transactions to be included for tax reporting.
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Run the Tax Box Allocation process for the reported period by submitting the Tax Allocation process.
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Run the JPK Sales and Purchase Registers Extract for Poland process from the Scheduled Processes work area.
Parameters
This table lists the required parameters for the JPK Sales and Purchase registers for Poland.
|
Parameter Name |
Description |
|---|---|
|
Legal Entity |
The legal entity that created the register. |
|
Tax Registration Number |
The tax registration number for which the JPK extract is delivered. |
|
From Tax Period |
The beginning tax period of the period for which the extract is created. |
|
To Tax Period |
The ending tax period of the period for which the extract is created. |
|
Register Type |
The section to be included in the extract. Options are sales register, purchase register, or both. |
|
Tax Box Set |
The codes that you can restrict from displaying in the register output. |
|
Requesting Tax Authority |
The tax authority requesting the output. |
The extract uses specific sales register and purchase register boxes to map the document to the appropriate section. These boxes also store the total tax amount for the respective sections of the purchase and sales register.
Output
The output of the JPK Sales and Purchase registers for Poland process is an XML file. You can review the output using your browser or other external applications.