Approving the JPK_V7: prepare, check and approve

Norman prepares the JPK_V7 from your documents. You check and approve the file, then authorize the filing with your own data or signature. Only then does Norman send the JPK to the tax office.

Step by step

1. Open Taxes → Tax autopilot, tab JPK filing.
2. In Finished reporting period, choose the period and click Prepare current data.
3. If the status is Your review is needed, Norman lists what is missing. For each finding, click Review documents, fix the data and prepare the file again.
4. Check Sales documents, Purchase documents and VAT payable. The Review report and documents link opens the full report.
5. When the status is Ready for your review, tick I have reviewed the documents and amounts in this version of the JPK report. and click Approve and choose authorization. Approval alone sends nothing.
6. Under How would you like to sign JPK?, choose how to sign, tick I have checked the report details and amounts. and send the file.

Ways to sign

• Authorization data (JDG only): enter the revenue from your return for the year shown next to the field and click Send JPK to the tax office.
• Profil Zaufany (JDG): click Prepare for signing, sign the downloaded file on gov.pl and upload the signed file in Norman.
• Qualified electronic signature (JDG and company): click Prepare for signing, sign the file in your signing app and upload it in Norman.

In a company, the person who represents it signs, such as a board member, or a person holding the UPL-1 power of attorney. Profil Zaufany is not available for a company's JPK yet.

The UPO: your proof of filing

After sending, you can close the page: Norman checks the result with the Ministry of Finance. Once MF accepts the file, you see Filed: MF accepted the return and issued the UPO and a Download UPO button. The UPO (official confirmation of receipt) proves the return was filed. It also arrives by email at your business address, and the UPO and the filed file go to Files.

Good to know

• After you click Enable automatic preparation, Norman prepares each finished period by itself. Approving and authorizing stay with you.
• If the period's data changes after you approve, Norman does not send the file. Click Cancel preparation, prepare the file again and approve it again.
• The company owner can send the JPK, with a confirmed email address and a plan that includes JPK filing: see Plans and billing. Without one, you download the file and file it yourself.
• After filing, pay the VAT: see Paying taxes and ZUS. Corrections, the JPK_V7K and the other details are in The JPK_V7: how Norman prepares and files it.