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lt:jpk_report [2021/01/19 09:41] – [1.2.4. Customer information] lidalt:jpk_report [2021/09/22 16:24] (esamas) – [1.2.4. Customer information] lida
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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 ======
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   * **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** - customers card field **Vat reg no** (1-50 symbols)   * **NrKontrahenta** - customers card field **Vat reg no** (1-50 symbols)
   * **NazwaKontrahenta** - sales invoice customer 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**
 +
 +
 +Sales invoice dates in JPK reports fields ''DataWystawienia'' and ''DataSprzedazy'' are according to settings: ''SETTINGS → COMMON SETTINGS → TRANSPORT PARAMETERS:''
 +
 +  * 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
 +
 +:!: If ''PARAMETER 2'' is empty = **1**
 +
 +:!: Sales invoice - Report filter is working according sales invoice field **Date**
  
  
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   * **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** - purchase invoice document vendor 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)
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       * 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)
 +
 +:!: Report filter is working according sales invoice field Date
  
 {{ :lt:jpk_transport_datawplywu.png |}} {{ :lt:jpk_transport_datawplywu.png |}}
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 ===== 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 ====
  
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   * **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
  
  
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 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".
 +
 +
  
 {{:lt:jpk_dates.png?800|}} {{:lt:jpk_dates.png?800|}}
lt/jpk_report.1611042060.txt.gz · Keista: 2021/01/19 09:41 vartotojo lida
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