Application for the automation of CIT and JPK_CIT settlements

Automated corporate income tax calculations and JPK CIT generation

Taxolite is a tax reporting tool

The Taxolite application has been designed to enable the implementation of tax reporting in even the most complex system structures. It can integrate with other data sources and ERP software, without the need for changes directly in the system.

The tool allows, among other things, streamlining tax settlement processes in terms of calculations, declarations, SAF-T files and payment gridlock.

Taxolite JPK-CIT module based on MS Azure

is being developed in cooperation with Microsoft.

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Taxolite - Twoje wsparcie do raportowania podatkowego

The growing role of process automation in the relations between the Ministry of Finance and the taxpayer, and the trend of tax proceedings we observe, indicate that the Ministry of Finance treats the CIT area as a priority. This is evidenced by, in particular, introduction of new mandatory SAF-T files dedicated for CIT settlements (i.e. JPK_KR_PD and JPK_ST_KR) as well as previous obligation to prepare and publish information on tax strategies for larger taxpayers. Those steps are aimed at increasing the transparency of tax settlements in Poland.

In the face of the progressing automation of processes, it is worth thinking about it in your company and analyzing how CIT tax reporting can be improved in order to free up time for data analysis in return for its preparation.

See more: Application for SAF-T & tax automation

See more: SAF-T verification for the companies

Are you interested in automation of CIT settlements?

Functionalities

Annual CIT calculation

Fully automatic calculation of the annual CIT liability (without the need to make manual reconciliations or calculations).

Division into sources of income

Każde zgłoszenie celne, który sporządzamy musi być sprawdzone pod kątem poprawności danych. Aby wyeliminować ryzyko wystąpienia błędów ludzkich czy przeoczeń, trzymamy się zasady angażowania w proces pojedynczej odprawy co najmniej dwóch osób.

Tax calculations for investment relief (e.g. interest limitation, R&D, SEZ, IP BOX)

Calculation of statutory limits, e.g limitation of costs under Article 15c.

Dedicated reports

Configuration of dedicated reports prepared according to individual criteria (e.g. report of car expenses, costs of modernization of fixed assets, expenses for R&D works).

IFT-2

Generating mass declarations for payments for services subject to withholding tax.

JPK_CIT

Preparation and verification of data for JPK_CIT:

Ability of loading data from many different sources
Dedicated data transformation logic
Data correctness verification
SAF-T file generation
Ability of combining CIT calculations with JPK_KR_PD
Mapping of balance sheet and tax tags with the ability of building a database in relation to one year
Ability of creating off-balance sheet records
SAF-T file tests

The implementation of the JPK_CIT module (under implementation) can be extended with support services such as:

Workshops on new obligations - tax regulations and the JPK scheme overview
Review of CIT processes and data, fixed assets, along with an reporting readiness assessment of the JPK_KR_PD and JPK_ST_KR files
Technical and logical tests of the current JPK_KR files, which will be the base for preparing JPK_KR_PD files
Fit-gap analysis of data flow and availability in financial and accounting systems

Korzyści

Reduced risk of errors in calculations and reports and ensured consistency of reported data.

Improved reporting process by reducing its labor consumption, which will allow using human resources for other tasks.

Ability to create reports, statements and simulations of tax information to gain a multi-level analysis of the company's accounting and tax data.

Testing the quality and correctness of input data before generating declarations and other tax forms on its basis.

Working with any amount of data, even for several entities, retrieved to the application automatically.

Defining a dedicated calculation scheme, which can be corrected and updated on an ongoing basis.

Thanks to Taxolite implementation, you will gain a professional advisor who knows the processes and understands the challenges of your organization.

Why should we be trusted?

We have supported the automation of tax reporting in several hundred companies.

We have implemented the Taxolite application for over 40 clients.

Our services have reached at least 500 companies, and several hundred users make us of the solutions offered.

In the era of technological progress and a large number of data sources, manual or semi-automatic tax calculations are not sufficient. The answer to this challenge is a comprehensive approach to the process and data analytics, and the use of solutions that automate reporting duties.

Magdalena Brzuszczyńska
Director, PwC Poland

Taxolite application - Automation of CIT settlements module

The number of entities covered by the implementation
The number of data sources
The data volume
Possible integration methods between the systems and the application
The level of complexity of the calculation (the number of adjustments, exclusions, additions)
The maintenance costs (license + technical support), which are paid annually and account for about 15-20% of the implementation cost

from PLN 80K*

The price includes:

License and installation
Analysis
Development of a custom business logic
Test support and training

^{*One-off fee}

Custom hero & content-free-pricing section

Changes in the hero section happen automatically; you can fill in the hero component just like you normally do in DPE. To add a component with a price, which is on a gray background and has a border on the left side, you need to add a Text component inside content-free-pricing section and, in the settings, go to the Styles tab and change the text style to “center aligned.”

To add the “Recommended” badge, in the Text component add content at the end, e.g. “Recommended,” and in the options mark it as italic. This will ensure the badge is styled correctly.

The solution works inside the Column Control, regardless of the variant.

Are you interested in automation of CIT settlements?

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