lt:jpk_report
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lt:jpk_report [2018/07/31 11:20] – sukurtas renata | lt:jpk_report [2018/11/06 23:04] – kulli | ||
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- | 1 Data | + | ====== JPK VAT declaration ====== |
+ | |||
+ | |||
+ | ==== 1. Data preparation. | ||
If you want to generate JPK VAT report for polish government, you have to: | If you want to generate JPK VAT report for polish government, you have to: | ||
- | In master settings fill your company legal name (PelnaNazwa), | + | * In master settings fill your company legal name (PelnaNazwa), |
- | In customers and suppliers cards put VAT code (NrKontrahenta), | + | |
- | Put JPK VAT classificators in finance settings → VAT codes. | + | |
- | JPK VAT classificators | + | |
+ | **__JPK | ||
VAT classificator should be filled in finance settings → VAT codes. | VAT classificator should be filled in finance settings → VAT codes. | ||
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For every VAT code fill up VAT code datafields content . For example 23% sales VAT code will have two classificators K_19, K_20 (see pic.) | For every VAT code fill up VAT code datafields content . For example 23% sales VAT code will have two classificators K_19, K_20 (see pic.) | ||
+ | {{: | ||
- | There should be different VAT codes for sales and purchases, except case when it should be in both sides. For example Service from EU will have 4 classificators: | ||
+ | There should be different VAT codes for sales and purchases, except case when it should be in both sides. For example Service from EU will have 4 classificators: | ||
+ | {{: | ||
If there is reverse VAT, then in datafield parameter additionally should be added A letter (see pic) | If there is reverse VAT, then in datafield parameter additionally should be added A letter (see pic) | ||
+ | {{: | ||
- | Dates in invoices | ||
- | In sales invoices are two important date fields: | + | **__Dates in invoices__** |
- | 1. Date – real date when invoice was created; | + | |
- | 2. Sent – date when invoice was sent. | + | In sales invoices are two important date fields:\\ |
+ | 1. Date – real date when invoice was created;\\ | ||
+ | 2. Sent – date when invoice was sent.\\ | ||
First date goes to report as " | First date goes to report as " | ||
+ | {{: | ||
In purchase invoices there are: | In purchase invoices there are: | ||
- | 1. Invoice date – date when invoice was entered to the system; | + | 1. Invoice date – date when invoice was entered to the system; |
- | 2. VAT date – date when VAT is calculated; | + | 2. VAT date – date when VAT is calculated; |
- | 3. Issue date - date when invoice was created. | + | 3. Issue date - date when invoice was created. |
- | Invoice date goes to report as " | + | |
+ | {{: | ||
- | |||
- | + | ==== 2. Generating | |
- | 2 Generating | + | |
To use report go: Finance → Reports → JPK VAT report. | To use report go: Finance → Reports → JPK VAT report. | ||
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In report you can use filters: | In report you can use filters: | ||
- | From, Until - choose period for which you generate report; | + | * From, Until - choose period for which you generate report; |
- | You can choose particular customer, customer class, supplier, supplier class, VAT codes, range. | + | |
- | If there is need to exclude something then use exclamation mark. For example if you do not want that to report go invoices which has 0 and 1 VAT codes, then add to VAT code filter !0,1 | + | |
+ | If there is need to exclude something then use exclamation mark. For example if you do not want that to report go invoices which has 0 and 1 VAT codes, then add to VAT code filter **!0,1** | ||
+ | |||
+ | {{: | ||
In report you can choose excel file format or xml. Add filters you need, choose file format and press report button, you will get report in desired file format. | In report you can choose excel file format or xml. Add filters you need, choose file format and press report button, you will get report in desired file format. | ||
+ | |||
lt/jpk_report.txt · Keista: 2021/09/22 16:24 vartotojo lida