{"id":11824,"date":"2018-03-08T11:52:13","date_gmt":"2018-03-08T11:52:13","guid":{"rendered":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/?post_type=ht_kb&#038;p=11824"},"modified":"2025-03-17T10:09:19","modified_gmt":"2025-03-17T10:09:19","slug":"jak-obliczyc-zaliczke-na-pit-36-pit-36l-2","status":"publish","type":"ht_kb","link":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/dokumentacja\/jak-obliczyc-zaliczke-na-pit-36-pit-36l-2\/","title":{"rendered":"Jak obliczy\u0107 zaliczk\u0119 na PIT-36 PIT-36L?"},"content":{"rendered":"<p><strong>Jeste\u015b podatnikiem podatku dochodowego, a wi\u0119c jeste\u015b r\u00f3wnie\u017c zobowi\u0105zany do wp\u0142acania w ci\u0105gu roku zaliczek na PIT-36\/36L. W programie zaliczka na deklaracj\u0119 PIT-36\/PIT-36L jest wyliczana na podstawie zapis\u00f3w na kontach oraz danych wprowadzonych na Karcie indywidualnych kwot deklaracji danego podatnika.<\/strong><\/p>\n<section class=\"msp-alert-box msp-alert-warning\"><div class=\"msp-alert-icon\"><svg width=\"16\" height=\"16\" class=\"kb-icon kb-icon--warn\" aria-hidden=\"true\" focusable=\"false\" viewBox=\"0 0 32 32\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\r\n    <g id=\"[AP]-Iconography\" stroke=\"none\" stroke-width=\"1\" fill=\"none\" fill-rule=\"evenodd\">\r\n        <g id=\"Iconography_sortowanie-po-kategorii\" transform=\"translate(-552.000000, -10695.000000)\" fill=\"currentColor\">\r\n            <g id=\"Group-8\" transform=\"translate(286.000000, 548.000000)\">\r\n                <g id=\"Iconography-Card-\" transform=\"translate(218.000000, 10107.000000)\">\r\n                    <g id=\"0-Icons\/-24-\/-Status-\/-Alert-\/-Outline\" transform=\"translate(48.000000, 40.000000)\">\r\n                        <path d=\"M16.0008333,3.91866667 C16.3568333,3.91866667 16.6875,4.10933333 16.8661667,4.41866667 L29.6608333,26.5813333 C29.8408333,26.8906667 29.8408333,27.272 29.6608333,27.5813333 C29.4821667,27.8906667 29.1528333,28.0813333 28.7955,28.0813333 L3.2035,28.0813333 C2.8475,28.0813333 2.51683333,27.8906667 2.33816667,27.5813333 C2.1595,27.272 2.1595,26.8906667 2.33816667,26.5813333 L15.1328333,4.41866667 C15.3128333,4.10933333 15.6421667,3.91866667 16.0008333,3.91866667 Z M16.0008333,6.91866667 L4.93683333,26.0813333 L27.0635,26.0813333 L16.0008333,6.91866667 Z M15.9993667,21.9445333 C16.7353667,21.9445333 17.3327,22.5418667 17.3327,23.2778667 C17.3327,24.0138667 16.7353667,24.6112 15.9993667,24.6112 C15.2647,24.6112 14.6660333,24.0138667 14.6660333,23.2778667 C14.6660333,22.5418667 15.2647,21.9445333 15.9993667,21.9445333 Z M15.9997667,11.762 C16.7344333,11.762 17.3171,12.3833333 17.2704333,13.118 L16.9464333,19.0366667 C16.9161303,19.4984848 16.566268,19.8666391 16.1212392,19.9297596 L15.9851,19.9393333 C15.4744333,19.9393333 15.0544333,19.542 15.0224333,19.0326667 L14.7291,13.1113333 C14.6851,12.3793333 15.2664333,11.762 15.9997667,11.762 Z\" id=\"Color\"><\/path>\r\n                    <\/g>\r\n                <\/g>\r\n            <\/g>\r\n        <\/g>\r\n    <\/g>\r\n<\/svg><\/div><div class=\"msp-alert-body\"><div class=\"msp-alert-title\">Uwaga<\/div><div class=\"msp-alert-content\">Przed przyst\u0105pieniem do wyliczenia zaliczki musisz: uzupe\u0142ni\u0107 dane w konfiguracji (m. in. urz\u0105d skarbowy, forma p\u0142atno\u015bci deklaracji, stawki), wprowadzi\u0107 dane o wsp\u00f3lnikach oraz zdefiniowa\u0107 ga\u0142\u0119zie zestawienia<\/div><\/div><\/section>\n<p><strong>Jak wprowadzi\u0107 wsp\u00f3lnika i nada\u0107 mu udzia\u0142y?<\/strong><\/p>\n<ol>\n<li>Wybierz z menu <em>Og\u00f3lne\/Inne\/W\u0142a\u015bciciele<\/em> a nast\u0119pnie ikon\u0105\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11560\" src=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2023_5\/wp-content\/uploads\/2018\/02\/plus.png\" alt=\"\" width=\"36\" height=\"37\" \/> dodaj wsp\u00f3lnika uzupe\u0142niaj\u0105c niezb\u0119dne dane<\/li>\n<li>Z poziomu otwartego formularza wsp\u00f3lnika naci\u015bnij ikon\u0119\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11761\" src=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2023_5\/wp-content\/uploads\/2018\/02\/deklaracje.png\" alt=\"\" width=\"36\" height=\"36\" \/><\/li>\n<li>W wy\u015bwietlonym oknie <em>Lista kwot deklaracji w\u0142a\u015bciciela<\/em> dodaj now\u0105 pozycj\u0119 za pomoc\u0105 ikony\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11560\" src=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2023_5\/wp-content\/uploads\/2018\/02\/plus.png\" alt=\"\" width=\"36\" height=\"37\" \/> i\u00a0uzupe\u0142nij dane<\/li>\n<li>Przejd\u017a na zak\u0142adk\u0119 <em> Dzia\u0142alno\u015b\u0107 gospodarcza <\/em>i wpisz udzia\u0142y, np. 100\/100 czyli 100%<\/li>\n<li>Za pomoc\u0105 ikony\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11561\" src=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2023_5\/wp-content\/uploads\/2018\/02\/zapisz.png\" alt=\"\" width=\"36\" height=\"37\" \/> zatwierd\u017a zdefiniowane udzia\u0142y<\/li>\n<li>Nie zapomnij zapisa\u0107 formularza w\u0142a\u015bciciela!<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><strong>Jak zdefiniowa\u0107 ga\u0142\u0119zie zestawienia PIT-36\/36L?<\/strong><\/p>\n<ol>\n<li>Z menu wybierz <em>Ksi\u0119gowo\u015b\u0107\/Zestawienia ksi\u0119gowe- <\/em>zak\u0142adka <em>Systemowe <\/em>pod\u015bwietl na li\u015bcie PIT-36 i naci\u015bnij\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11821\" src=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2023_5\/wp-content\/uploads\/2018\/03\/pozycje-zestawienia.png\" alt=\"\" width=\"37\" height=\"38\" \/><\/li>\n<li>Na li\u015bcie widniej\u0105 ju\u017c zdefiniowane ga\u0142\u0119zie zestawienia pod kt\u00f3re mo\u017cesz podpi\u0105\u0107 odpowiednie konta ksi\u0119gowe, dwukrotnie klikaj\u0105c na poszczeg\u00f3lne pozycje i definiuj\u0105c ich kwoty<\/li>\n<li>Je\u017celi przy generowaniu planu kont wybra\u0142e\u015b Typ podmiotu : osoba fizyczna to zestawienie PIT-36, b\u0119dzie ju\u017c posiada\u0142o podpi\u0119te odpowiednie konta ksi\u0119gowe<\/li>\n<\/ol>\n<p>Po wykonaniu powy\u017cszych krok\u00f3w, mo\u017cesz ju\u017c doda\u0107 zaliczk\u0119 na PIT-36<\/p>\n<ol>\n<li>Przejd\u017a w menu <em>Ksi\u0119gowo\u015b\u0107\/PIT\/Zaliczki na PIT-36<\/em> oraz naci\u015bnij ikon\u0119\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11560\" src=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2023_5\/wp-content\/uploads\/2018\/02\/plus.png\" alt=\"\" width=\"36\" height=\"37\" \/><\/li>\n<li>Wybierz: miesi\u0105c i rok za kt\u00f3ry chcesz policzy\u0107 zaliczk\u0119 oraz wsp\u00f3lnika<\/li>\n<li>Wybierz parametr <em>Uwzgl\u0119dniaj zapisy w buforze<\/em> je\u017celi chcesz pobra\u0107 dane r\u00f3wnie\u017c z dokument\u00f3w zapisanych w buforze<\/li>\n<li>Przyciskiem\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11574\" src=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2023_5\/wp-content\/uploads\/2018\/02\/piorun.png\" alt=\"\" width=\"36\" height=\"37\" \/> przelicz deklaracj\u0119 i zatwierd\u017a j\u0105 ikon\u0105\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11561\" src=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2023_5\/wp-content\/uploads\/2018\/02\/zapisz.png\" alt=\"\" width=\"36\" height=\"37\" \/><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Jeste\u015b podatnikiem podatku dochodowego, a wi\u0119c jeste\u015b r\u00f3wnie\u017c zobowi\u0105zany do wp\u0142acania w ci\u0105gu roku zaliczek na PIT-36\/36L. W programie zaliczka na deklaracj\u0119 PIT-36\/PIT-36L jest wyliczana na podstawie zapis\u00f3w na kontach oraz danych wprowadzonych na Karcie indywidualnych kwot deklaracji danego podatnika. Jak wprowadzi\u0107 wsp\u00f3lnika i nada\u0107 mu udzia\u0142y? Wybierz z menu Og\u00f3lne\/Inne\/W\u0142a\u015bciciele a nast\u0119pnie ikon\u0105\u00a0 dodaj [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_ht_kb_usefulness":3,"_ht_kb_post_views_count":2722,"_ht_kb_article_order":0,"_ht_kb_reading_time":2,"footnotes":""},"ht_kb_category":[456],"ht_kb_tag":[],"class_list":["post-11824","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-ksiega-handlowa-jak-zaczac"],"_links":{"self":[{"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb\/11824","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/comments?post=11824"}],"version-history":[{"count":12,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb\/11824\/revisions"}],"predecessor-version":[{"id":48415,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb\/11824\/revisions\/48415"}],"wp:attachment":[{"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/media?parent=11824"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb_category?post=11824"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb_tag?post=11824"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}