VAT purchase and sales records, and preparation and submission of JPK electronic tax reporting files.
The essentials at a glance
VAT and JPK
For businesses whose accounting needs include VAT and JPK reporting.
Sales and purchase records for VAT purposes
Preparing tax calculations and returns, and generating and submitting JPK files
Services linked to your agreed accounting support
Your company's documents form the basis of its tax reporting. We maintain VAT records and prepare Poland's JPK electronic tax reporting files as part of the agreed accounting service.
How can we help you?
Maintaining VAT sales and purchase records
Preparing VAT calculations and returns
Generating and submitting JPK files within the agreed scope
Agreeing how to send documents for processing
What does working with us look like in practice?
Expand a topic to find out more.
We maintain VAT sales and purchase records and prepare tax calculations and returns as part of the agreed accounting service. Our services also include generating and submitting Poland's JPK electronic tax reporting files within the agreed scope. To begin, we need information about your VAT status and the types of transactions your business makes. We agree how this area connects with the rest of your accounting and which tasks we will handle. This keeps the scope clear even when you need several related services.
We agree where and how you will send documents so they can be linked to the correct period and transaction. Alongside invoices, explanations about a purchase, sale, return or correction also matter. When sending additional information, it is helpful to identify the document it relates to. Tell us how you issue invoices and where you receive purchase documents. We can then agree how we will work together, how to report missing items and how to discuss matters that need more information.
Tell us whom you sell to, what you buy and how your business documents currently reach your accountants. If you are changing firms, we will agree the starting period and the records needed for the handover. While working together, it is worth flagging changes in how you sell and any unusual transactions so we can discuss the information needed. You do not have to determine the tax implications yourself. The most useful starting point is a specific description of the situation, which helps establish what needs further explanation and what accounting or tax work is required.
What will we agree at the start?
A short conversation will help us prepare an offer. The following information will be useful:
Current VAT status and information about previous VAT reporting
A description of sales, purchases and any changes in the business
Approximate number of documents and how they are issued and received
The starting period for our service and a list of outstanding matters to discuss
Common questions
Our current accounting services include generating and submitting JPK files. We will confirm the exact scope when agreeing how we will work together.
We will agree how you will send documents to us before the service begins. Tell us how your invoices are currently created and passed to your accountant.
We provide our services at the Balta office in Piątkowo, Poznań, at os. Bolesława Chrobrego 7g/166. Meeting times and arrangements for sending documents are agreed individually.
Get ready to work with us
These guides offer practical tips and document checklists:
