Kasutaja tarvikud
lt:jpk_report
Skirtumai
Čia matote skirtumus tarp pasirinktos versijos ir esamo dokumento.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
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lt:jpk_report [2021/01/19 08:54] lida [2.2. Second file with correction] |
lt:jpk_report [2021/09/22 16:24] (esamas) lida [1.2.4. Customer information] |
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| - | ====== JPK VAT declaration ====== | + | ====== JPK VAT declaration (JPK_V7M z deklaracją dla podatników, którzy rozliczają się miesięcznie) ====== |
| ====== From 2020-11 ====== | ====== From 2020-11 ====== | ||
| Linija 156: | Linija 156: | ||
| * **KodKrajuNadaniaTIN**: | * **KodKrajuNadaniaTIN**: | ||
| * Sales invoices field **Destination** | * Sales invoices field **Destination** | ||
| - | * If **Destination** is empty from customers card field **Country** | + | * If **Destination** is empty - from customers card field **Country** |
| - | * **NrKontrahenta** - ustomers card field **Vat reg no** (1-50 symbols) | + | * **NrKontrahenta** - customers card field **Vat reg no** (1-50 symbols) |
| - | * **NazwaKontrahenta** - Customers card field **Name** (1-256 symbols) | + | * **NazwaKontrahenta** - sales invoice customer name (1-256 symbols) |
| - | {{ :lt:jpk_customers.png |}} | + | {{ :lt:jpk_customers2.png |}} |
| * **DowodSprzedazy** - Sales invoice number | * **DowodSprzedazy** - Sales invoice number | ||
| * **DataWystawienia** - Sales invoice field **Sent** | * **DataWystawienia** - Sales invoice field **Sent** | ||
| * **DataSprzedazy** - Sales invoice field **Date** | * **DataSprzedazy** - Sales invoice field **Date** | ||
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| + | Sales invoice dates in JPK reports fields ''DataWystawienia'' and ''DataSprzedazy'' are according to settings: ''SETTINGS → COMMON SETTINGS → TRANSPORT PARAMETERS:'' | ||
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| + | * CODE - ''DataWystawienia'' | ||
| + | * TYPE - ''SAFT_JPK'' | ||
| + | |||
| + | * In field ''PARAMETER 2'' insert value **1** if information schould be: | ||
| + | * Date --> DataWystawienia | ||
| + | * Sent --> DataSprzedazy | ||
| + | * In field ''PARAMETER 2'' insert value **2** if information schould be: | ||
| + | * Date --> DataSprzedazy | ||
| + | * Sent --> DataWystawienia | ||
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| + | :!: If ''PARAMETER 2'' is empty = **1** | ||
| + | |||
| + | :!: Sales invoice - Report filter is working according sales invoice field **Date** | ||
| Linija 173: | Linija 190: | ||
| * **KodKrajuNadaniaTIN**: | * **KodKrajuNadaniaTIN**: | ||
| * Purchase invoices field **Origin Country** | * Purchase invoices field **Origin Country** | ||
| - | * If **Origin Country** is empty from suppliers card field **Country** | + | * If **Origin Country** is empty - from suppliers card field **VAT ZONE** |
| - | * **NrDostawcy** - Suppliers card field **Vat reg no** (1-50 symbols) | + | * **NrDostawcy** - Suppliers card field **VAT CODE** (1-50 symbols) |
| - | * **NazwaDostawcy** - Suppliers card field **Name** (1-156 symbols) | + | * **NazwaDostawcy** - purchase invoice document vendor name (1-156 symbols) |
| - | {{ :lt:jpk_supplier.png |}} | + | {{ :lt:jpk_suppliers.png |}} |
| * **DowodZakupu** - Purchase invoices field **Vendors invoice** (1-265 symbols) | * **DowodZakupu** - Purchase invoices field **Vendors invoice** (1-265 symbols) | ||
| Linija 197: | Linija 214: | ||
| * Invoice date → DataZakupu (DataWystawienia) | * Invoice date → DataZakupu (DataWystawienia) | ||
| * VAT Date → Datawplywu (DataSprzedazy) | * VAT Date → Datawplywu (DataSprzedazy) | ||
| + | * :!: If field ''VAT Date'' is empty, information will be taken from field ''Invoice date'' | ||
| * If purchase invoice information has to be filtered by ''Received'' in field ''PARAMETER 2'' insert value **3** | * If purchase invoice information has to be filtered by ''Received'' in field ''PARAMETER 2'' insert value **3** | ||
| * Invoice date → DataZakupu (DataWystawienia) | * Invoice date → DataZakupu (DataWystawienia) | ||
| * Received → Datawplywu (DataSprzedazy) | * Received → Datawplywu (DataSprzedazy) | ||
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| + | :!: Report filter is working according sales invoice field Date | ||
| {{ :lt:jpk_transport_datawplywu.png |}} | {{ :lt:jpk_transport_datawplywu.png |}} | ||
| Linija 208: | Linija 228: | ||
| ===== 2. Generating JPK report ===== | ===== 2. Generating JPK report ===== | ||
| - | To use report go: ''COMMON → REPORTS → CUSTOM REPORTS → JPK VAT report 202007'' | + | To use report go: ''(MAIN MENU)COMMON → REPORTS → CUSTOM REPORTS → JPK VAT report 202007'' |
| {{ :lt:jpk_report_2020_11.png |}} | {{ :lt:jpk_report_2020_11.png |}} | ||
| + | :?: The period for sales invoice document is checked against the invoice field ''Date'' | ||
| ==== 2.1. First file ==== | ==== 2.1. First file ==== | ||
| Linija 220: | Linija 241: | ||
| * **From: Until** – choose period for which you generate JPK report | * **From: Until** – choose period for which you generate JPK report | ||
| * In **VAT codes:** – you can chose only those VAT codes that you need JPK report for, fore example: 3,7 (those are Directo VAT codes) or leave it empty | * In **VAT codes:** – you can chose only those VAT codes that you need JPK report for, fore example: 3,7 (those are Directo VAT codes) or leave it empty | ||
| - | * Pres ''REPORT'' | + | * Press ''REPORT'' |
| - | * Pres ''XML'' and save the file | + | * Press ''XML'' and save the file |
| Linija 412: | Linija 433: | ||
| In sales invoices are two important date fields:\\ 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 "DataSprzedazy" and other as "DataWystawienia". | First date goes to report as "DataSprzedazy" and other as "DataWystawienia". | ||
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| {{:lt:jpk_dates.png?800|}} | {{:lt:jpk_dates.png?800|}} | ||
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