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Standard Audit File (SAF-T/JPK)

With the introduction of the new rules for tax control, which are in force since January 2018, companies are required to provide tax data in electronic form in an XML file to tax authorities. The regulations define the scheme of such a file, the so-called Standard Audit File (SAF-T/JPK).

The functionality extensions that have been included in Polish Localization enable the user to create and export SAF-T files directly from Business Central.

The files can be generated for all the following structures JPK_VAT(3), JPK_FA(4), JPK_WB(1), JPK_KR(1), JPK_MAG(1) and schemas required by the Ministry of Finance. The file structure of JPK_VAT(3) corresponds to the structure of the VAT 7 (20) declaration and is applicable to the period ending on September 30, 2020. The file structures have been prepared according to the file structures published by the Ministry of Finance.

File structures available on demand: JPK_KR (Księgi rachunkowe/Accounting books), JPK_MAG (Magazyn/Warehouse) i JPK_WB (Wyciąg bankowy/Bank statement) are applicable for all busienss entities starting from June 1, 2018.

The JPK_ FA(4) file structure is effective starting from April 1, 2022.

SAFT VAT with declaration incl. JPK_V7M(1)/JPK_V7K(1) (version V1-2E) is applicable for the period from October 1,2020 to December 31,2021 and version (version V1-0E) JPK_V7M(2)/JPK_V7K(2) from January 1, 2022.

To See
Automatically create and export master SAF-T setup to define required company data, select SAF-T areas and define relevant elements SAF-T Setup
Properly register the data required for JPK_VAT with the declaration Data Registration for JPK_VAT with the Declaration
Generate a JPK_VAT file with the declaration Generating a JPK_VAT file with the Declaration
Generate SAFT files on demand for specific areas including the following files: JPK_KR, JPK_FA, JPK_MAG and JPK_WB Generating SAFT Files on Demand
Save SAF-T files generated in a data base and reexport them SAF-T File Export Register