Skip to content

Tax rates

Tax rates in KSeF Integration

As of version 1.2.0

To ensure full compatibility between the KSeF integration and the Sales Pack extension, we have implemented comprehensive support for tax rates. This alignment ensures that tax data is mapped correctly when transmitting invoices to the National e-Invoice System.

Configuring Sales Pack

Mandatory Requirement

Enabling Tax Code support in Sales Pack is strictly required to properly issue invoices via KSeF. Failure to do so may result in validation errors during the export process.

Enabling Tax Codes

When enabled, only pre-defined tax codes can be selected for individual line items, ensuring data consistency across your documents.

Quick Setup

You can jump directly to the settings using this shortcut: #Admin/salesPackSettings - tick the Tax Codes checkbox and click Save.

Manual Step-by-Step

  1. Navigate to Administration.
  2. Search for Sales Pack and select Settings.
  3. Locate the Tax Codes checkbox, ensure it is checked, and click Save.

Once active, you can manage your rates via the Tax Codes (shortcut) entity.

Creating Tax Codes Manually

When creating or editing Tax Codes for use with the KSeF integration, you must link the internal rate to the official KSeF classification:

  1. Open the Tax Code record.
  2. Locate the KSeF Rate field in the right-side panel.
  3. Select the appropriate rate from the dropdown to ensure correct mapping.

Import Default Polish Tax Codes

To expedite the setup process, we provide a pre-configured CSV file containing standard Polish tax rates mapped to KSeF requirements.

Import Instructions

  1. Download: Download the CSV file.
  2. Navigate: Go to the Import (shortcut) section in the Administration panel.
  3. Entity Selection: Choose Tax Codes as the target entity.
  4. Upload: Attach the downloaded CSV file.
  5. Progress: Scroll to the bottom and click Next.
  6. Review: Verify the field mapping on the summary screen.
  7. Finalize: Scroll down and click Run import.

Verification

After the import is complete, check the Tax Codes list to ensure the KSeF Rate field is populated for each imported record.