Set Up VAT Registers and JPK Extracts for Poland

Set up these common tasks before you can process JPK extracts:

You must set up these tasks:

• Address Format

• Taxpayer Representative

• Legal Entity

• Legal Registration

• Poland Specific Information for a Legal Entity

• E-mail Address and Phone for JPK VAT Register

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, follow these 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 VAT Registers and JPK Extracts for Poland feature supports documents issued by the taxpayer representatives. To define a taxpayer representative, follow these 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.

3. Select the Addresses tab and verify that the address of the selected taxpayer representative is available.

Legal Entity

The VAT Registers and JPK Extracts for Poland feature requires that the legal entity has the NIP and REGON registration numbers. You must define tax identification numbers, such as NIP and REGON, for the legal entity. Follow these steps:

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

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

Legal Registration

You must set up legal registration for Poland. Follow these steps:

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.

4. The primary address of the legal entity is extracted from the Legal Entity Registration Address field. To update the legal entity address, follow these 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

An e-mail address is required in the JPK_VAT extract header. You must define the address as the primary contact point for the primary contact person. To define the e-mail address and phone, follow these steps:

1. Navigate to Setup and Maintenance, Financials, and Legal Structures. Search for the task: Manage Legal Entity.
2. Click Scope for this task.
3. In the Select Scope dialog box, do the following:
   1. From the Legal Entity drop-down list, select Select and Add.
   2. Search for your Legal entity.
   3. Select the legal entity for JPK reporting and click icon on the toolbar.
4. In the Manage Contacts page, select icon to add a new contact.
5. Enter the person details and click OK:
   1. Save your data.
   2. Make the person a primary contact (Actions>Set Primary Contact).
   3. Click the Save button.
6. From the Create Contact Point dialog box, select the type as E-mail, fill in the fields with relevant details, and click OK. The e-mail address is defined for the Primary Contact Point. Save your data.
7. From the Create Contact Point dialog box, select the type as Land, enter the phone number details, and click OK. The phone number is updated for the Primary Contact Point. Save the data.
   Note: Only the Primary Phone Number defined in the Phone field is displayed. The values defined in the Phone Country Code and Area Code fields are not displayed in the JPK extract file.
8. Save and Close.
9. The primary e-mail defined will be displayed in the JPK extract file header in field <Email>. The primary phone will be displayed in the field <Telefon>.