Setup Standard Audit File (SAF) reporting service for Poland – DAX 2009 SP1

The SAF will be required for large taxpayers (within the meaning of the Business Freedom Act) starting 1 July 2016 (either on demand from the tax authorities or automatically by virtue of law), and will be optional for medium and small enterprises from 1 July 2016 through 30 June 2018 (however, with filings regarding value added tax (VAT) sales and purchases records becoming mandatory as of 1 January 2017).

The SAF designed by the Ministry features the following files:

  1. Account books
  2. Bank statements
  3. Inventory turnover
  4. VAT sales and purchases records
  5. VAT invoices
  6. Taxable revenue and expense ledger
  7. Revenue records

For large taxpayers for who the SAF is required starting 1 July 2016 onward, files 1-5 are the most relevant.

The attached word document is meant as practical example how user can set up the feature in DAX 2009 SP1 after installing the KB3165114. The document does not include setup and mapping of sales tax reporting codes. SAF PL Setup for DAX 2009 Sp1