ALTOOL JPK CIT – Support for reporting despite system limitations
Case study
Tax
The challenge the company faced
One of our clients faced a challenge in preparing for the new JPK_CIT reporting obligations, particularly regarding the JPK_KR_PD and JPK_ST_KR structures.
The main obstacle turned out to be the limitations of the financial and accounting system. The client was using a solution in which the chart of accounts was completely closed – there was no way to add new accounts or make changes to the accounting structure. This meant it was impossible to adapt the records to the requirements of the new JPK structures without carrying out a costly and time-consuming system overhaul.
At the same time, the client had extensive dimensions and additional tags used in bookkeeping entries. This data contained valuable information, but the standard system did not allow it to be used to build the appropriate reporting structure.
How did ALTOOL JPK CIT help solve the problem?
Thanks to the ALTOOL tool, it was possible to use the existing accounting dimensions to create an extended, virtual chart of accounts. The solution did not require any intervention in the source system or changes to the way the books were kept.
Based on the available dimensions, ALTOOL JPK CIT built an additional analytical layer that made it possible to:
- map the required level of data detail,
- create an extensive, “artificial” chart of accounts,
- assign the appropriate accounting and tax markers,
- prepare data compliant with the requirements of JPK_KR_PD and JPK_ST_KR.
When the system doesn’t allow any changes
In another case, the client had practically no ability to modify the ERP system. Some of the information required by JPK_CIT was maintained outside the system, in additional records and spreadsheets.
ALTOOL made it possible to import this data from external files and combine it with the accounting data. This made it possible to prepare a complete JPK_CIT file compliant with applicable requirements, without having to rebuild the source system.
The real results of implementing ALTOOL JPK CIT
By using ALTOOL, the client:
- avoided a costly ERP system upgrade,
- did not have to rebuild the chart of accounts,
- maintained continuity of accounting processes,
- gained the ability to correctly tag accounting and tax data,
- prepared JPK_CIT structures compliant with the reporting requirements.
Why does this matter?
Many companies still use systems that are not fully adapted to the JPK_CIT requirements. Rebuilding them can mean long-term projects, high costs, and the risk of delays in meeting reporting obligations.
ALTOOL JPK CIT makes it possible to overcome the limitations of existing systems by using data already available within the organization. This allows companies to meet reporting requirements without having to carry out extensive changes to their ERP environment, and without the risk of the system adaptation process becoming a bottleneck for the timely submission of required reports.
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Kamil Lewandowski
Chief Executive Officer
Kamil is a co-founder and CEO at ALTO. He is responsible for the development strategy of the ALTO group. Additionally, he oversees activities in the area of business development and marketing.
Paweł Fałkowski
Managing Partner, Accounting
Paweł is the firm’s co-founder and a Managing Partner at the accounting business line.
Sylwia Kulczycka
Managing Partner & Tax Advisor
Sylwia Kulczycka is a Managing Partner of the TAX business line at ALTO. She specializes in tax advisory services for the life sciences, IT and professional services industries.
Aleksandra Bońkowska
Partner & Tax Advisor
Aleksandra is a partner at ALTO. Before joining ALTO team, she worked in one of the big four companies. For many years, Ola has been advising clients in the financial industry, including in particular insurance companies, payment market institutions ...
