Application for SAF-T and tax settlement automation

VAT calculations and declarations + white list and VIES checks

• Ability to load data from many different sources
• Calculation and preparation of JPK_V7
• Dedicated data transformation logic
• Preparation of VAT-UE summary information
• Distinctive additional functionalities
  
  • Verification of VAT taxpayers with the White List and with VIES (ability of verification against a file or MF API)
  • Automatic processing of IE-599 messages (export confirmations) for the purpose of settling exports of goods
  • Settlement of bad debt relief
• Corrections
  • Reducing the risk of multiple settlements of the same transaction in different settlement periods
  • Automatic detection of corrections with the possibility of verifying new, deleted and modified data that affect the change in the amount of tax to be paid or refunded in the declaration
• JPK file tests

Preparation and verification of data for JPK_CIT:

• Ability of loading data from many different sources
• Dedicated data transformation logic
• Data correctness verification
• JPK (SAF-T) file generation
• Ability to merge CIT calculations with JPK_KR_PD
• Mapping of balance sheet and tax tags with the ability of building a database in relation to single year
• Ability to create off-balance sheet records
• SAF-T file tests

The implementation of the JPK_CIT module can be extended with support services, such as:

• Workshops on new obligations - tax regulations and the JPK scheme overview
• Review of CIT processes and data, fixed assets, along with an reporting readiness assessment of  the JPK_KR_PD and JPK_ST_KR files
• Technical and logical tests of current JPK_KR files, which will be the base for preparing JPK_KR_PD file
• Fit-gap analysis of data flow and availability in financial and accounting systems

Preparation and verification of data for the Standard Audit File

• Data collection
• Verification of data
• Generating SAF-T

The module implementation can be extended with additional services

See more: Verification of JPK correctness

Reporting in terms of payment gridlock:

• Integration with various data sources
• Customized logic
• Data collection for reporting purposes
• Calculation of potential sanctions
• Data collection in a structure based on the Office of Competition and Consumer Protection (UOKiK)

Due to the ability of testing and storing data.

Sending declarations from the application directly to the Ministry of Finance.

As part of the purchased module, we offer consulting services and adjust our application to the regulatory changes.

Data is accumulated in one place.

The application allows to simultaneously supply different data sources and edit calculation schemes.

The application is independent from accounting and financial systems and does not require them to be modified.

Thanks to Taxolite implementation, you will gain a professional advisor who knows the processes and understands the challenges of your organization.