pl

README

🇵🇱 GOBL Polish Tax Regime

Poland uses the FA_VAT format for their e-invoicing system.

Example PL GOBL files can be found in the examples (YAML uncalculated documents) and examples/out (JSON calculated envelopes) subdirectories.

Public Documentation

• XML XSD Source - KSeF
• Invoice Templates (Wzór faktury) FA(1)
• Invoice Templates (Wzór faktury) FA(2)

Poland specifics

TFormaPlatnosci - Payment Means

The FA_VAT TFormaPlatnosci field specifies an invoice's means of payment. The following table lists all the supported values and how GOBL will map them from the invoice's payment instructions key:

Code	Name	GOBL Payment Instructions Key
1	Gotówka	cash
2	Karta	card
3	Bon	coupon
4	Czek	cheque
5	Kredyt	loan
6	Przelew	credit-transfer
7	Mobilna	mobile

Example

The following GOBL maps to the 1 (gotówka) value of the TFormaPlatnosci field:

{
  "$schema": "https://gobl.org/draft-0/bill/invoice",

  // [...]

  "payment": {
    "instructions": {
      "key": "cash"
    }
  }
}

Document Type (TRodzajFaktury)

All Polish invoices must be identified with a specific type code defined by the FA_VAT format. The following table helps identify how GOBL will map the expected Polish code with a combination of the Invoice Type and tax tags.

Code	Type	Tax Tags	Description
VAT	standard		Regular invoice
UPR	standard	simplified	Simplified (no customer)
ZAL	standard	partial	Advance invioce
ROZ	standard	settlement	Settlement invoice
KOR	credit-note		Credit note for regular invoice
KOR_ZAL	credit-note	partial	Credit note for advance invoice
KOR_ROZ	credit-note	settlement	Credit note for settlement invoice

Documentation

Overview

Package pl provides the Polish tax regime.

Index

• Constants
• func New() *tax.RegimeDef
• func Normalize(doc interface{})
• func Validate(doc interface{}) error

Constants

const (
	ExtKeyKSeFVATZero       = "pl-ksef-vat-zero"
	ExtKeyKSeFVATSpecial    = "pl-ksef-vat-special"
	ExtKeyKSeFEffectiveDate = "pl-ksef-effective-date"
)

Regime extension codes for local electronic formats.

const (
	MeansKeyCoupon     cbc.Key = "coupon"
	MeansKeyCheque     cbc.Key = "cheque"
	MeansKeyLoan       cbc.Key = "loan"
	MeansKeyDebtRelief cbc.Key = "credit-transfer"
	MeansKeyMobile     cbc.Key = "mobile"
)

Regime Specific Payment Means Extension Keys

const (
	StampProviderKSeFID   cbc.Key = "ksef-id"
	StampProviderKSeFHash cbc.Key = "ksef-hash"
	StampProviderKSeFQR   cbc.Key = "ksef-qr"
)

KSeF official codes to include.

const (
	KeyFAVATPaymentType cbc.Key = "favat-forma-platnosci" // for mapping to TFormaPlatnosci's codes
	KeyFAVATInvoiceType cbc.Key = "favat-rodzaj-faktury"  // for mapping to TRodzajFaktury's codes
)

Custom keys used typically in meta or codes information.

const (
	TaxRateNotPursuant       cbc.Key = "np"
	TaxRateNotPursuantArt100 cbc.Key = "np-art100sec1point4"
)

Tax rates specific to Poland.

const (
	TagSettlement cbc.Key = "settlement"
)

Document tag keys

Functions

func New

func New() *tax.RegimeDef

New instantiates a new Polish regime.

func Normalize

func Normalize(doc interface{})

Normalize will perform any regime specific normalizations.

func Validate

func Validate(doc interface{}) error

Validate checks the document type and determines if it can be validated.