The Uniform Audit File is a set of financial data and it has the following functions;
The user of the LoMag software can automatically generate JPK files and send them electronically or traditionally by mail on a CD or DVD.
In order to generate JPK files, select the Reports tab and move your mouse cursor to generate a uniform control file option from the drop-down list, this will result in the display of two additional options - JPK magazine and JPK Invoices.
In the example below, we will describe only JPK Invoices (generating the JPK file, however, the other one operates in a similar fashion).
The software will display a new window in front of user in order to specify the date range to be applied to JPK. By running the JPK file wizard, LoMag automatically sets the default values for the previous month. After setting the appropriate values, use the next button.
The next step is to determine the type of invoices to be included in the JPK Invoice file. Select the desired option and click next.
The next step is to determine which magazines are to be taken into account while generating the file. We can select or deselect them by clicking directly on them, or use the check / uncheck buttons.
In the control file, at least one magazine must be selected - otherwise if you try to go to the next window, the program will inform you about it.
The window responsible for the configuration of values appearing in the JPK file is intended only for advanced users, because every user has different configuration and specification. For users who just want to generate a basic file, it is recommended to go to the next window by clicking the next button.
Next, you need to specify the name of tax office to which you are willing to send a JPK file (tax office under which the company is subject). For this purpose, it should be found from the drop-down list and the code of the tax office will automatically generated by the program. The final stage is to specify the directory where the generated file should be saved, in order to change it, you can specify the source path manually or display a new window in which you must indicate the place to save the file. After entering all the data, use the next button to open the last window of the control file creator.
In the last window of the control file creator, edit and check the data of company identification for which the file should be generated. If all data is correct, click the generate button.
Note! If you are not sure about the company data or you want to change something, then use the back button. In this way, you will open the previous window. By clicking the back button several times, you can open the initial window of JPK wizard file.
After pressing the generate button, all the other options will become inactive. We will be able to see the progress of the file generation. It is also possible to cancel the generation of the file by clicking on the cross button.
After the generation of the file, the program will automatically open the folder in which the file is saved. Now, you can send this file either by electronically to the tax office or do traditional way i.e. by recording a file in CD or DVD format. You can also take the print-out of this document and send it by post.