The NETSUITE.XELTO.PL website has been moved to a new address: ERP.XELTO.COM
Go back

JPK Reporting

The solution for handling the Standard Audit File for Tax (JPK) in Oracle NetSuite is an integrated module that enables the automatic generation and management of JPK files, in compliance with Polish tax law requirements. The system provides comprehensive support for the JPK reporting process, from data collection to the generation of XML files and submission to the Ministry of Finance.
Get in Touch with Us
Młoda kobieta z blond włosami i okularami czyta dokument przy biurku z komputerem.

Benefits of the Solution

Time savings
Fully managed from within the NetSuite system.
Error elimination
Removal of manual data entry errors.
Process automation
Full automation of the JPK reporting process.
Seamless integration
Cooperation with existing NetSuite system components.
Legal compliance
Updates always aligned with Polish legal requirements.
Flexible editing
Ability to edit the declaration section.
JPK VAT
JPK KR
JPK MAG
JPK PD

JPK VAT

The process of generating the JPK_VAT file in Oracle NetSuite starts with the installation and configuration of the module in accordance with tax requirements. The system then automatically creates the JPK_VAT file based on recorded transactions, which can be verified and submitted to the tax office.

Process of generating JPK VAT in Oracle NetSuite

1. Initial installation and configuration

  • Once the solution is installed, the system automatically adds a new "PL LOK" tab to PL transaction forms.
  • This tab includes dedicated fields necessary for the correct classification of transactions for JPK_VAT.
Ekran Oracle NetSuite

2. JPK VAT file generation process

2.1 Process initiation

  • The user navigates to the dedicated JPK screen
  • The user selects the "New JPK" option to start the file generation process
JPK VAT - krok 1

2.2 Defining report parameters

  • The system displays a form with filters
  • The user fills in the required fields
  • After entering all necessary parameters, the user confirms the selection by clicking the "SAVE" button
JPK VAT - krok 2

2.3 Data verification and editing

  • The system presents a preliminary preview of the data, where changes can be made in the visible fields
  • The user can verify the correctness of the information in an Excel file
  • If necessary, any required corrections can be made
  • After verification, the user saves the JPK_VAT screen
JPK VAT - krok 3

2.4 XML file generation

  • The system automatically generates an XML file compliant with the Ministry of Finance's specification
  • The generated file includes both the declarative and registry sections
JPK VAT - krok 4

2.5 Access to the generated file

  • The system automatically saves the generated file in the "files" tab
  • The user has the option to download the XML file, which is ready for submission through the official Ministry of Finance gateway
JPK VAT - krok 5

3. Submission process

  • The user downloads the generated XML file from the "Files" tab
  • The user logs in to the Ministry of Finance's official portal and submits the downloaded file following the Ministry’s procedures
JPK VAT - wysyłka

Legal basis

JPK_VAT, which includes both the declarative and registry sections, is mandatory for all taxpayers registered as active VAT taxpayers for periods starting from October 1, 2020, based on Article 193a of the Tax Ordinance and the Act of July 4, 2019, amending the Law on Goods and Services Tax and other acts (Journal of Laws 2019, item 1520).

JPK KR

The Xelto solution for Oracle NetSuite offers an integrated module for the automatic generation and management of JPK_KR files, ensuring compliance with Polish tax regulations.

The process of generating JPK KR in Oracle NetSuite

1. Initial installation and configuration

  • Once installed, the system automatically adds a new selection form on the dedicated JPK screen.
Ekran Oracle NetSuite

2. JPK KR file generation process

2.1 Process initiation

  • The user navigates to the dedicated JPK screen
  • The user selects the "New JPK" option and then chooses the JPK_KR form
JPK KR - krok 1

2.2 Defining report parameters

  • The system displays a form with filters:
    • JPK Structure
    • Purpose of submission
    • Year
    • Month
    • Subsidiary
  • The user completes the required fields and confirms by clicking "SAVE"
JPK KR - krok 2

2.3 Data verification and editing

  • The user can verify the accuracy of the information in an Excel file within the sections: ZOiD, Journals, Account Record
  • After verification, the user saves the JPK_KR screen
JPK KR - krok 3

2.4 XML file generation

  • The system automatically generates an XML file compliant with the Ministry of Finance's specifications
  • The generated file includes all necessary sections of the JPK_KR
JPK KR - krok 4

2.5 Access to the generated file

  • The system automatically saves the generated file in the "files" tab
  • The user has the option to download the XML file, which is ready for submission through the official Ministry of Finance gateway
JPK KR - krok 5

3. Submission process

  • The user downloads the generated XML file
  • The user logs in to the Ministry of Finance gateway and submits the file following the Ministry’s procedures
  • The downloaded UPO can be attached to the generated JPK KR in NetSuite in PDF format
JPK KR - wysyłka

Legal basis

JPK_KR includes summaries of trial balances, journals, and account records in the general ledger and subsidiary books. It has been mandatory since July 1, 2016, and in its revised form since January 1, 2023. It is submitted upon request of the tax authority under Article 193a § 1 of the Tax Ordinance.

JPK MAG

The Xelto solution for Oracle NetSuite offers a module for the automatic handling of JPK_MAG files, ensuring compliance with Polish tax regulations and providing comprehensive support for the reporting process.

Process of generating the JPK MAG file in Oracle NetSuite

1. Initial installation and configuration

  • Once installed, the system automatically adds a new selection form on the dedicated JPK screen
Ekran Oracle NetSuite

2. JPK MAG file generation process

2.1 Process initiation

  • The user navigates to the dedicated JPK screen, selects the "New JPK" option
  • The user selects the JPK_MAG form to initiate the process of generating a new file
JPK MAG - krok 1

2.2 Defining report parameters

  • The system displays a form with filters:
    • JPK Structure
    • Purpose of submission
    • Year
    • Month
    • Subsidiary
    • Warehouse
  • The user completes the required fields and confirms by clicking "SAVE"
JPK MAG - krok 2

2.3 Data verification

  • The user can verify the accuracy of the information in an Excel file within the sections: PZ, WZ, RW, MM
  • After the verification, the user saves the JPK_MAG screen
JPK MAG - krok 3

2.4 XML file generation

  • The system automatically generates an XML file compliant with the specifications of the Ministry of Finance
  • The generated file includes all the necessary sections of JPK_MAG
JPK MAG - krok 4

2.5 Access to the generated file

  • The system automatically saves the generated file in the "files" tab
  • The user has the option to download the XML file, which is ready for submission through the official Ministry of Finance gateway
JPK MAG - krok 5

3. Submission process

  • The user downloads the generated XML file
  • The user logs in to the official gateway of the Ministry of Finance and sends the downloaded file according to the procedures specified by the Ministry
  • The downloaded UPO can be attached to the generated JPK KR in NetSuite in PDF format
JPK MAG - wysyłka

Legal basis

JPK_MAG reflects the movement of inventory of tangible current assets (increases, decreases, transfers – PZ, WZ, RW, MM). It is submitted upon request of the tax authority and has been in effect since July 1, 2016. The scope of required information is based on Article 21 of the Accounting Act and relevant tax laws.

JPK PD

The Xelto solution for Oracle NetSuite offers a module for the automatic handling of JPK_PD files, ensuring compliance with Polish tax regulations and providing comprehensive support for the reporting process.

Process of generating the JPK PD file in Oracle NetSuite

1. Initial installation and configuration

  • Once installed, the system automatically adds a new selection form on the dedicated JPK screen
Ekran Oracle NetSuite

2. JPK PD file generation process

2.1 Process initiation

  • The user navigates to the dedicated JPK screen, selects the "New JPK" option
  • The user selects the JPK_PD form to initiate the process of generating a new file
JPK PD - krok 1

2.2 Defining report parameters

  • The system displays a form with filters"
    • JPK Structure
    • Purpose of submission
    • Year
    • Month
    • Date from...
    • Date to...
  • The user completes the required fields and confirms by clicking "SAVE"
JPK PD - krok 2

2.3 Data verification

  • The user can verify the accuracy of the information in an Excel file within the sections: ZOIS, Journals, Account Record
  • After verification, the user saves the JPK_PD screen
JPK PD - krok 3

2.4 XML file generation

  • The system automatically generates an XML file compliant with the specifications of the Ministry of Finance
  • The file includes all necessary JPK_PD sections
JPK PD - krok 4

2.5 Access to the generated file

  • The system automatically saves the generated file in the "files" tab
  • The user has the option to download the XML file, which is ready for submission through the official Ministry of Finance gateway
JPK PD - krok 5

3. Submission process

  • The user downloads the generated XML file
  • The user logs in to the Ministry of Finance gateway and submits the file following the Ministry’s procedures
  • The downloaded UPO can be attached to the generated JPK PD in NetSuite in PDF format
JPK PD - wysyłka

Legal basis

JPK_PD is a reporting structure requiring taxpayers to maintain accounting records exclusively in electronic form. It takes effect on January 1, 2025, and obliges taxpayers to submit structured data together with their annual tax return without prior request from tax authorities, based on Article 193a § 1 and Article 9 of the Tax Ordinance.

Schedule a Consultation

Let’s discuss how NetSuite can help streamline and optimize your business operations.
I consent to the processing of my personal data by the Xelto Group for the purpose of sending me commercial and marketing information regarding its products, services, promotions, and events. The consent covers receiving this information via:
This consent is voluntary and may be withdrawn at any time. You may withdraw your consent by contacting us at the email address: office@xelto.com or by sending an SMS with the content "STOP" to the number +48 608 92 00 33. Details regarding data processing can be found in the Privacy Policy.
Thank you! You have successfully sent the form! We will reach out to you soon.
Ups! Coś poszło nieprawidłowo z wysyłką formularza. Spróbuj jeszcze raz.
All business processes in one system.

All business processes at XELTO: Your partner in optimization. Specialist consulting and implementation of ERP systems.system

Links
NetSuite ERP
Dedicated solutions
Polish localization
KSeF
Blog
Support
Contact details
Tel:
+48 608 92 00 33
Sales:
sales@xelto.com
Administration:
office@xelto.com
Xelto Sp. z o.o.
ul. Winogrady 18,
61-663 Poznań, Poland
Xelto Department in Łódź
Stara Drukarnia,
Gdańska 130,
90-520 Łódź, Poland
Copyright © 2025. Xelto Sp. z o.o.
Privacy Policy