SUPPORT APPS
Skip to Content

Trilab JPK VAT

by

$ 213.68

16.0 0
Live Preview
Required Apps • Invoicing (account)
• Sales (sale_management)
• Discuss (mail)
Community Apps Dependencies trilab_invoice
trilab_jpk_base
Technical Name trilab_jpk_vat
License OPL-1
You bought this module and need support ? Click here!
Technical Name trilab_jpk_vat
License OPL-1

Introduction

JPK VAT Generator in Odoo empowers Polish businesses with a streamlined solution for generating and exporting JPK VAT (JPK_V7M) XML files directly within Odoo. This module simplifies compliance with Polish tax regulations by offering editable fields—such as amounts carried forward or refunds—to fine-tune your VAT reporting before export. Designed for efficient, legal-compliant output, it ensures accurate, audit-ready VAT submission processes.

Key Features

  • Generate JPK VAT (JPK_V7M) XML files from Odoo's accounting reports with selectable date ranges

  • Provide editable fields during preview (e.g., amounts to carry forward or refund adjustments) for flexible reporting

  • Export and optionally send XML directly from Odoo using the “EXPORTUJ XML” or “EXPORTUJ XML I WYŚLIJ” actions

  • Automate the JPK VAT transfer workflow—including file validation, signing, and status tracking—for efficient compliance

  • Built upon the foundation of Trilab JPK Base and Trilab Invoice modules for consistent regulatory integration

Benefits

  • Ensures compliance with Polish VAT reporting standards using legal XML formats

  • Empowers users to adjust key values within JPK VAT filings for precise fiscal control

  • Reduces manual steps and errors through seamless integration of export and transfer workflows

  • Enhances transparency in VAT processes with status tracking from generation to confirmation

  • Integrates reliably with Odoo's accounting structure via Trilab’s JPK Base foundation

Compatibility & Technical Details

  • Required Modules:

    • Invoicing (account)

    • Sales (sale_management)

    • Discuss (mail)

    • Trilab Invoice (trilab_invoice) and Trilab JPK Base (trilab_jpk_base) as dependencies

  • Technical Name: trilab_jpk_vat

  • License: OPL-1 (Odoo Proprietary License v1.0)

Installation Steps (general outline):

  1. Ensure that the Invoicing, Sales, Discuss, Trilab Invoice, and Trilab JPK Base modules are installed.

  2. Place the trilab_jpk_vat module into your Odoo Add-Ons directory.

  3. Activate developer mode, update the module list, and install the trilab_jpk_vat module.

  4. Access JPK VAT generation via the Accounting → Reporting → JPK_V7M menu. Customize your report dates, preview and edit fields, then export or submit the XML file within Odoo.

Trilab JPK - VAT

Moduł do generowania plików JPK VAT. Wraz z modułem Trilab JPK Transfer zapewnia pełną obsługę procesu sprawozdawczość JPK VAT.
Źródłem danych do JPK VAT są zapisy księgowe z modułu Księgowość rozbudowane o dodatkowe pole kwalifikujące dokumenty do okresu sprawozdawczego VAT (jest to konieczne w przypadkach gdy okres kwalifikacji rachunkowej jest różny od kwalifikacji podatkowej).

Mechanizm doboru danych jest elastyczny i parametryzowany – oznaczenie kwalifikacji dokumentów do poszczególnych pozycji/znaczników w JPK VAT bazuje na kodach podatku i ich tagach:

Mechanizm raportujący działa sposób analogiczny do Raportów Finansowych

i umożliwia:

  • podgląd danych,
  • wygenerowanie danych do Excel,
  • wygenerowania pliku XML,
  • wygenerowanie pliku XML z utworzeniem wysyłki w module JPK Transfer.

Parametrami uruchomieniowymi są:

  • Okres (bazujący na okresie sprawozdawczości VAT),
  • Opcja statusów zapisów (zaksięgowane lub wraz z niezaksięgowanymi),
  • Cel złożenia (Nowa deklaracja, lub kolejne korekty).

Dodatkowo (do czasu obwiązywanie JPK_VAT wersja 3 i sprawozdań VAT7 w ramach aplikacji zawarto dedykowany raport finansowy prezentujący dane zgodnie z układem VAT7 (z możliwością uzupełnienia interaktywnego PDF dostarczanego przez Ministerstwo): Istnieje możliwość wykorzystania nowej w wersji 13 funkcjonalności Tax Report -> z automatycznym tworzeniem dziennika rozksiegowujacego zamknięcie kont VAT i rozliczneie z US.

UWAGA:

  • Moduł wymaga wcześniejszej instalacji modułów Trilab JPK Base.
  • Moduł przeznaczony dla wersji Enterprise
  • Opcjonalny moduł Trilab JPK Transfer pozwala na wysłanie plików JPK z poziomu Odoo.
  • Po instalacji konieczne jest wykonanie parametryzacji kodów podatków i tagów podatków - możemy zaoferować usługę instalacji i konfiguracji kodów podatków

Wspiera wersję 16 Odoo.

English Description:

Module for generating JPK VAT XML files. Together with the Trilab JPK Transfer module provides full support for the JPK VAT reporting process.

The source data for JPK VAT are accounting entries from the Accounting module extended with an additional field - qualifying documents for the VAT reporting period (this is necessary in cases where the accounting qualification period is different from the tax qualification).

The data selection mechanism is flexible and fully parametrised - document qualifications for individual items/markers in JPK VAT is based on tax codes and their tags.

The reporting mechanism works in similar to to Financial Reports and enables:

  • data preview,
  • generating data for Excel,
  • generate an XML file,
  • generating an XML file with shipping creation in JPK Transfer models.

The parameters are:

  • Period (based on the VAT reporting period),
  • Subscription statuses option (posted or together with not booked),
  • Purpose of submission (new declaration or subsequent corrections).

Additionally (until validity JPK_VAT version 3 and VAT7 report, the application includes a dedicated financial report presenting data in accordance with the VAT7 (to be entered into the interactive PDF provided by the Ministry). It is possible to use the new Tax Report functionality in version 13 -> with the automatic creation of a journal that closes VAT accounts and settlements with tax office.

Warning:

  • This module requires prior installation of the Trilab JPK Base.
  • Optional module Trilab JPK Transfer allows to send JPK files directly from Odoo.
  • Module for Enterprise version.
  • After instalation, it is necessary to setup the tax codes and tax tags - we are offering installation and configuration services.

Supports Odoo version 16.

Changelog

  • 16.0.7 02/10/2023
    move vat lock date to spearate module

Technical Help & Support

For any type of technical help & support requests, Feel free to contact us

[email protected]

Visit our website for more support.

https://trilab.pl 

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.