Ensure smoother and more convenient work for accountants!
Localization pack for Poland for Microsoft Dynamics 365 F&SCM (AX) is necessary and fully compliant with Polish requirements and regulations. Affordable transmission of mandatory data to tax systems.
According to the Polish law, every active company in Poland must submit mandatory sets of data to the systems of the state public authority. To help companies carry out this duty in a timely manner and without any errors, GO-ERP has created the localization pack for Poland. It can be used on the newest Dynamics 365 applications and older AX versions. It consists of eight extensions that can be purchased together or separately.
Read more about KseF and other solutions in Polish
e. sąskaita faktūra KSeF
Struktūrizuota sąskaita faktūra, kurią išrašo ir dalijasi Nacionalinė e. sąskaitų faktūrų sistema (KSef).
NIP ir VIES patvirtinimas
Galimybė pagal NIP numerį patikrinti, ar konkretus rangovas yra aktyvus verslininkas.
JPK
Standartinė mokesčių audito byla, visa schema, visi būtini elementai.
Split Payment
Pagal dalinio mokėjimo modelį PVM vertė pervedama į specialią sąskaitą.
Baltasis PVM mokėtojų sąrašas
Vykdant operaciją patikrinti, ar teisingai nurodytas rangovo banko sąskaitos numeris.
e. sąskaitų faktūrų įsigijimas
Elektroninių sąskaitų faktūrų, reikalingų vykdant viešuosius pirkimus, generavimas.
e. finansinė ataskaita
Visos finansinės ataskaitos generavimas į elektroninį dokumentą.
REGON duomenų bazė (GUS)
Automatinis duomenų apie naujus rangovus gavimas.
e-Invoice KSeF
The KSeF invoice system is obligatory for every taxpayer in Poland. A structured invoice is another form of documenting transactions (next to electronic and paper invoices), which is issued and made available by the National e-invoice System (KSeF). We propose our solution to integrate KSeF with Dynamics 365 AX/Finance & Supply Chain Management to save your time and keep your operations simple and accessible.
Benefits:
- Shorter time of receiving a VAT refund.
- No obligation to keep invoices – all structured invoices will be stored in the KSeF system for 10 years.
- Significantly shortened and simplified invoice workflow process.
- No need to issue duplicates of invoices – the system will store all invoices.
- Simplified accounting processes.
- Receiving real-time information about an invoice.
JPK – Standard Audit File of Tax
It is an IT solution introduced by the Ministry of Finance, enabling the generation of relevant data directly from the company’s accounting software. It has an established form in the form of an XML schema, is mandatory and can only be transmitted in electronic form.
Benefits:
- Enables the transfer of documents to the tax office.
- Assurance that sent files are accurate and do not contain any mistakes.
- No random inspections by officials at the company.
- Time of inspection is significantly reduced.
- Reducing unfair competition thanks to monthly reporting and taxpayers’ control.
- Recall of VAT declaration (including VAT-7 declaration).
- Time and work saving.
- All actions can be done directly from the system.
NOTE! Our solution is adapted to the changes in JPK, which are in force from July 2021!
Split Payment
The split payment mechanism in Poland is a unique payment system that involves separating the Value Added Tax (VAT) portion from the total transaction amount, channeling it into a distinct VAT account with restricted access for sellers, and ensuring timely transfers of these VAT funds to the government, while the remaining net amount goes into the seller’s regular settlement account, effectively enhancing tax transparency, compliance, and discouraging fraudulent activities.
In accordance with Art. 108a, paragraph 2, of the Act on VAT, split payment in practice means the impact of:
- All or part of the VAT amount from the invoice to the special VAT account.
- All or part of the net amount from the invoice to the settlement account or to the SKOK account for which the VAT account is kept or to settle it in another way, e.g., in cash.
Benefits:
- Waiver of the joint and several liability rule.
- No imposing additional tax liability.
- No applying increased interest of VAT arrears.
- Stepped-up refund of VAT excess.
- Time savings and less manual work.
- All actions can be done directly from the system.
VIES - checking contractor status by tax identification number (PL/EU)
Taxpayers making transactions with domestic contractors can verify the VAT numbers of Polish active VAT taxpayers. Such verification proves to be important, among others, for taxpayers using the reverse charge mechanism for goods that are listed in Annex 11 to the VAT Act or who use the so-called “bad debt relief”.
Performing intra-Community transactions requires confirmation of EU VAT numbers of contractors. The result also allows you to verify the association of the EU VAT number with the company name and address.
Benefits:
- Possibility to protect the company against any consequences of accepting an invoice from a contractor who has never been, or no longer is, an active taxpayer.
- Assurance that contractor is an active VAT taxpayer.
- Time and resource savings
- All actions can be done directly from the system.
Whitelist of VAT payers with entrepreneur’s accounts
The whitelist of taxpayers is an electronic list of entrepreneurs in the following terms:
- Lack of registration or removal from the register as a VAT payer.
- Registered as VAT payers, including reinstatement of registration as VAT payers.
The whitelist of taxpayers will contain primarily the bank account numbers of entrepreneurs to which the contractors should make payments (these are the accounts entered in the identification / update declaration NIP or CEIDG).
Benefits:
- Simplifies the process of verification and obtaining information about other business entities.
- Simplifies data mining according to a tax number or part of the name of a business entity.
- Assurance that the payment for an invoice will flow to the relevant account of a contractor (active VAT taxpayer).
- Time and work saving.
- All actions can be done directly from the system.
Downloading data from the REGON database (GUS)
The database maintained by the Central Statistical Office is a complete collection of information about companies and institutions in Poland. Thanks to our solution, there is no need to search for contractor data or laboriously check their correctness. Thanks to the integration with the CSO database, there are no worries about invoice errors. All data on the contractor is completed automatically after providing the NIP/REGON/KRS number. The downloaded data is automatically saved in the system.
Benefits:
- Improved process of inputting contractors’ data.
- Simplified contractor verification process.
- Assurance about accuracy of the downloaded data.
- Time and work saving.
- All actions can be done directly from the system.
e-Invoice for public procurement
On April 18, 2019, the provisions of the Act of November 9, 2018, on electronic invoicing in public procurement, concessions for works or services and public-private partnership (Journal of Laws item 2191), which impose an obligation on the contracting authority to receive electronic invoices via the electronic invoicing platform if the contractor has sent a structured invoice via this platform, shall enter into force.
Benefits:
- Fewer lost invoices.
- Increased accounting liquidity.
- Shorter time of an acceptance.
- Reduced number of duplicated invoices.
- Time and work saving.
- All actions can be done directly from the system.
e. finansinė ataskaita
Nuo 2018 m. spalio mėn. privaloma rengti finansines ataskaitas, parengtas tik elektronine forma, laikantis loginės struktūros ir formato, pateikto finansų ministrą aptarnaujančios įstaigos BIP puslapiuose: § subjektai, įregistruoti Nacionaliniame teismų registre (įmonės – atviroji, komanditinė, komanditinė ūkinė bendrija, komanditinė ūkinė bendrija, ribotos civilinės atsakomybės bendrovė, akcinė bendrovė, Europos partnerystė); § fiziniai asmenys, tvarkantys buhalterinę apskaitą (gyventojų pajamų mokesčio (GPM) mokėtojai, įskaitant civilinės partnerystės partnerius).
