Accounting / Tax

JPK_CIT from 2025 — 5 accounting policy changes before the first report

JPK_CIT is not just a new report format — it requires every bookkeeping entry to be tagged with tax markers. Before you submit the first file, you must update your chart of accounts and accounting policy. Otherwise the report will be incorrect.

29.04.20266 min readAccounting / JPK_CIT / Chart of accounts
01
JPK_CIT from 2025 for companies with revenues >EUR 50m, from 2026 for all CIT taxpayers.
02
Every entry must have a tax marker — requires updating the chart of accounts or accounting system.
03
The tax authority sees trial balance broken down by tax classification — consistency with the CIT return is mandatory.
Summary (30 seconds):
JPK_CIT is a requirement to submit accounting records data to the tax authority in a standardised XML format, with every entry tagged with tax markers. For companies with revenues above EUR 50m — mandatory from 2025. For all others — from 2026. The key preparation is not just IT — it is updating accounting policy, chart of accounts and cost-coding procedures. Inconsistency between JPK_CIT and the CIT-8 return is tax audit risk number one.

Timeline and scope

Reporting yearWho submitsFirst filing deadline
2025CIT taxpayers with revenues >EUR 50m + corporate income tax groupsTogether with CIT-8 for 2025 (typically by 31 March 2026)
2026All CIT taxpayers obligated to submit JPK_V7Together with CIT-8 for 2026
2027All remaining CIT taxpayersTogether with CIT-8 for 2027

JPK_CIT risks — what the tax authority receives

What the tax authority receives in JPK_CITRisk for the taxpayer
Trial balance of all accounts (JPK_KR_PD)Discrepancy between account balance and value in CIT-8
Entries with markers: deductible/non-deductible, limited, tax-exemptWrong marker = tax authority challenges the tax classification
Fixed asset and intangible asset register (JPK_ST_KR)Unreconciled difference between accounting and tax depreciation
Transaction data broken down by counterpartyAutomatic cross-check against counterparties' KSeF files

What JPK_CIT reports — two structures

JPK_KR_PD — trial balance of accounts with tax markers for each entry: whether a cost is a tax-deductible expense (KUP) or not (NKUP), whether it is subject to limitation (e.g. debt financing costs), whether the transaction is CIT-exempt.

JPK_ST_KR — fixed asset and intangible asset register: accounting value, accounting and tax depreciation, depreciation method, KSeF invoice number of acquisition (where applicable).

5 accounting policy and chart-of-accounts changes

Change 1 — Tax markers (deductible/non-deductible) on cost accounts

Every cost account must have a default tax marker assigned, or a procedure for assigning one at each entry. The chart of accounts must be extended or the accounting system must support an additional "tax classification" field on each entry.

Change 2 — Separation of accounting and tax depreciation

If the company applies different accounting and tax depreciation rates (and most do), JPK_ST_KR requires reporting both values per asset. This requires updating the fixed asset register with tax-specific fields.

Change 3 — Procedure for limited-deductibility costs

Debt financing costs (interest), intragroup intangible service costs, representation costs — must be tagged as subject to limitation. This requires a verification procedure at each invoice.

Change 4 — Consistency with the CIT-8 return

The sum of deductible cost markers in JPK_KR_PD must be consistent with the deductible costs in the CIT-8 return. Discrepancies are a signal for the tax authority to audit. This requires a reconciliation process before filing the return.

Change 5 — KSeF number in the fixed asset register

JPK_ST_KR requires the KSeF invoice number for the acquisition of a fixed asset (from 1 February / 1 April 2026). The fixed asset register must include a KSeF number field and a procedure for capturing it when an asset is added.

From my practice: The biggest challenge in JPK_CIT implementation is not technical — it is semantics. The decision whether a given cost is deductible or non-deductible belongs to the tax department or CFO. If this decision is not documented and coded into the accounting system, every entry is a potential risk. The bookkeeper cannot make these decisions ad hoc on every invoice.

Frequently asked questions

Does JPK_CIT replace the CIT-8 return?
No. JPK_CIT is a separate file submitted together with or after the CIT-8. It does not replace the return — it is a detailed accounting-level supplement to it.
What if the accounting system does not support tax markers?
You must either extend the chart of accounts (separate accounts for deductible/non-deductible), implement an additional field in the system, or prepare the marker mapping externally before generating JPK. There is no "no system change" solution — it is a technical requirement of the standard.

Want to discuss how this topic applies to your company?

Book a short consultation with a statutory auditor and assess which risks or actions may apply to your situation.

Book a free consultationNo obligation • 20 minutes • quick assessmentView services

Read next

JMFC services

Book a free consultation