Tax Summary answers one question: how much VAT the clinic collected in a given month, and from what. The four numbers at the top are Total gross, Total VAT, Total net and Exempt sales — in a physiotherapy practice the last of those is usually most of the turnover.
Under the summary sits the JPK_V7 Helper — a CSV export that an accountant imports into Comarch Optima, Symfonia or e-mikrofirma.
How to do it
Pick a month
Reports → Financial reports → Tax Summary. Unlike the others, this report works on whole months — instead of a date range it has a Report month field.
Check the breakdown by rate
The table shows the Rate, Net, VAT and Gross for each rate separately, with a Total row at the end. This is the moment to catch a mistake: an invoice issued at 23% where the service is exempt shows up here as a foreign row.
You make the correction with a correcting invoice, and you fix the cause — a wrong rate in the service price list — at the source.
Export the file for your accountant
The Export JPK_V7 button opens the Export JPK_V7 CSV dialog. You pick a Month and click Generate CSV. Next to it stands Download README — a short description of the import steps, meant for the accountant.
Send both files together. The README saves you the return question "what format is this".
Close the month
The monthly VAT return reaches the tax office by the 25th of the following month, so do the export at the start of the new month — after every invoice for the previous one has been issued and submitted to KSeF.
An order that works: outstanding → invoice corrections → Tax Summary → export → send to the accountant.
When something does not work
Cannot export a future month
What this means: The Month field holds a month that has not started yet, or is still running.
No invoices found for the selected month.
What this means: Not a single invoice was issued in that month.
Export failed. Please try again.
What this means: The CSV file was not produced — usually on a momentary loss of connection.
You do not have permission to view this report. Contact your clinic administrator.
What this means: The Tax Summary is reserved for the clinic owner and administrator.
Who has access
Clinic AdminThe VAT summary and the export are seen by the clinic owner and administrator alone. A tax export is an act with fiscal consequences and stays with one responsible person. The module belongs to the plan that includes JPK reports — without it the export button does not work.
Accounting documents are subject to five-year retention, counted from the end of the tax year.
Related
- Financial reports — the other seven reports.
- Invoices and KSeF — the data source for the summary.
- Service price list — the VAT rate and the exemption basis.
- Data retention — how long we keep documents.
Related features
Financial reports
Eight reports at one address — revenue, outstanding, cash flow, commission, VAT summary, insurance, packages and wallets — with filters, a chart, a table and an export to XLSX or PDF.
Invoices and KSeF
Issuing invoices, proformas and corrections, submitting to the National e-Invoice System, and the KSeF Inbox with invoices from suppliers. Numbering, seller details and the VAT exemption basis are set once, under Billing.
Service price list
The clinic's service catalog — price, duration, VAT rate, visibility in online booking and price overrides for individual practitioners. The calendar, invoices and packages all take their price from here.