VSoft Tax Reporting

VSoft Tax Reporting was designed to provide comprehensive service of all types of tax returns, which financial institutions and all kinds of companies are obliged to send to the Ministry of Finance. The tool automates the entire reporting process and reduces time required to produce the final tax documents.




VSoft Tax Reporting handles



Income tax liabilities of individuals and capital incom:ePIT-8C, PIT-8CZ, PIT-11, PIT-11Z.
Flat-rate PIT:PIT-4R, PIT-8AR, IFT-1/IFT-1R, IFT-3/IFT-3R.
Standard Audit File (JPK file):JPK-VAT, JPK-FA, JPK-WB, JPK_KR.
Bank tax:FIN-1.
Income tax liabilities of individuals with regard to information on income obtained:PIT-36 with attachments, PIT-37 with attachments, PIT-38 with attachments.
Identification, registration and update declarations:NIP-7, ZAP-3.
Powers of attorney:UPL-1, UPL-1P, PPS-1, PPD-1.
Income tax liabilities of legal persons and capital income:CIT-8 with attachments, CIT-8/O, CIT-D, CIT-ST.
Flat-rate CIT:IFT-2/IFT-2R, CIT-10Z, CIT-6R, CIT-7.
Information on reported and undocumented accounts:FATCA, CRS.
VAT liabilities:VAT-7, VAT-UEK, VAT-UE with attachments.
Premiums for the institutions governing social and health policy such as ZUS (Social Insurance), PFRON (State Fund for the Rehabilitation of the Disabled), NFZ (National Health Fund):DEK-I-O, DEK-R, ZZA, ZCNA, ZIUA, ZWUA, DRA, RZA, integration with ZUS PŁATNIK.
Tax returns related to local taxes:ZDN-1 with attachments – property tax return, DT-1 with an attachment – Means of transport tax return
Liabilities related to foreign pensions and other income.


Where VTR can be applied




VSoft Tax Reporting is a solution for all institutions who settle their taxes or taxes of their clients.
  • Banks
  • Offices and brokerage houses
  • Financial institutions
  • Enterprises

Features of the four main steps of the reporting process



1. Getting data from internal and external systems
Data can be fed by:
  • fixed-structure batch files imported via web interface or automated loading in batch mode,

  • electronic data interchange interfaces such as WebService, ESB, etc.,

  • web-interface.
2. Data integration and validation
All data delivered to the system is checked by internal mechanisms. We use our proprietary address data validation solutions, mappings to the TERYT registry database and to the database of tax authorities and postal codes. It all ensures that data is effectively delivered to the appropriate recipient and can be handled correctly by the Ministry of Finance. The solution also allows to recreate all the Ministry of Finance validation gateways (xsd schema files) so data received is ready to be dispatched properly to the electronic channels of the MF at the very beginning of the process.
Another advantage of the solution is the ability to validate counterparty data using the services shared by the Ministry of Finance, including a white list of VAT taxpayers. In addition, all data is aggregated in such a way that it is possible to improve the performance of the next steps of the system operation.
3. Creating tax returns and handling adjustments
Tax returns are generated at different statutory dates and relate to different tax periods. The System has mechanisms that secure timely handling of all necessary documents. In addition, the System informs about the need to process a tax return, e.g. when personal or financial data is changed and a tax return has not yet been sent to the Ministry. Tax returns are made based on the ministerial printed documents which ensures that the documents produced are correct. The System can also handle tax return adjustments for individual tax payers and for the entire client packages.
4. Handling e-tax returns and print packages
The system meets the new legal and tax regulations and reduces the costs of handling tax returns. Tax returns can be sent to:
  • the tax office through dedicated channels shared by the Ministry of Finance through the XML (Extensible Markup Language) structure files signed by using secure qualified certificate, either to:
    - the e-tax return gateway,
    - the universal document gateway (UBD gateway) - bulk operations,
    - the dedicated Azure cloud of the MF - Standard Audit files (JPK files).

  • to taxpayers using the electronic PDF (Portable Document Format) files signed with a qualified certificate which are a representation of paper data or regular PDF files,

  • to print houses as text files that contain all the data of the tax return including mailing addresses.

Why VSoft Tax Reporting is exactly what you need