{"id":6968,"date":"2017-09-27T13:50:26","date_gmt":"2017-09-27T13:50:26","guid":{"rendered":"http:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/?post_type=ht_kb&#038;p=6968"},"modified":"2024-01-22T11:03:09","modified_gmt":"2024-01-22T11:03:09","slug":"agregacja-danych-dla-zaliczki-na-pit-36-pit-36l","status":"publish","type":"ht_kb","link":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/dokumentacja\/agregacja-danych-dla-zaliczki-na-pit-36-pit-36l\/","title":{"rendered":"Agregacja danych dla zaliczki na PIT-36 (PIT-36L)"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"Comarch ERP Optima - Wiele dzia\u0142alno\u015bci wsp\u00f3lnika (film z lektorem)\" width=\"920\" height=\"518\" src=\"https:\/\/www.youtube.com\/embed\/W0W-bcr54J4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/p>\n<p>Funkcja agregowania danych na zaliczkach na PIT-36 (PIT-36L) jest przeznaczona dla podatnik\u00f3w, kt\u00f3rzy wykorzystuj\u0105 program <strong>Comarch ERP Optima<\/strong> do prowadzenia ksi\u0119gowo\u015bci kilku firm, kt\u00f3rych s\u0105 w\u0142a\u015bcicielami lub wsp\u00f3\u0142w\u0142a\u015bcicielami. Umo\u017cliwia ona automatyczne wyliczenie zaliczki z\u00a0poziomu jednej bazy danych, bez konieczno\u015bci r\u0119cznego uzupe\u0142niania kwot koszt\u00f3w i\u00a0przychod\u00f3w uzyskanych z\u00a0innych prowadzonych przez podatnika dzia\u0142alno\u015bci. Warto\u015bci przychod\u00f3w i\u00a0koszt\u00f3w s\u0105 pobierane przez program bezpo\u015brednio z\u00a0pozosta\u0142ych baz w\u00a0momencie przeliczania zaliczek za wybrany miesi\u0105c.<\/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\">Funkcja agregowania danych jest mo\u017cliwa pod warunkiem, \u017ce ksi\u0119gowo\u015b\u0107 pozosta\u0142ych dzia\u0142alno\u015bci podatnika jest prowadzona w\u00a0formie ksi\u0119gi przychod\u00f3w i\u00a0rozchod\u00f3w<\/div><\/div><\/section>\u00a0<div class=\"su-list\" style=\"margin-left:0px\">\n<p>Aby skorzysta\u0107 z\u00a0takiej mo\u017cliwo\u015bci, nale\u017cy dokona\u0107 odpowiednich ustawie\u0144 na karcie wsp\u00f3lnika, na kwotach deklaracji:<\/p>\n<ul>\n<li><i class=\"sui sui-check\" style=\"color:#009de0\"><\/i> na zak\u0142adkach <strong>[Dzia\u0142alno\u015b\u0107 gospodarcza], [Strefa] <\/strong>zaznaczy\u0107 parametr <strong>Pobieraj dane z\u00a0bazy,<\/strong><\/li>\n<li><i class=\"sui sui-check\" style=\"color:#009de0\"><\/i> wskaza\u0107 nazwy baz danych, z\u00a0kt\u00f3rych maj\u0105 by\u0107 pobierane dane kwoty przychod\u00f3w i\u00a0koszt\u00f3w,<\/li>\n<li><i class=\"sui sui-check\" style=\"color:#009de0\"><\/i> okre\u015bli\u0107 udzia\u0142y procentowe podatnika w\u00a0poszczeg\u00f3lnych dzia\u0142alno\u015bciach,<\/li>\n<li><i class=\"sui sui-check\" style=\"color:#009de0\"><\/i> dokona\u0107 wyliczenia deklaracji z\u00a0poziomu menu <em>Ksi\u0119gowo\u015b\u0107 \/ PIT\/ Zaliczki na PIT &#8211; 36 (PIT &#8211; 36L).<\/em><\/li>\n<\/ul>\n<p>Przeliczenie zaliczki za wybrany miesi\u0105c powoduje, \u017ce na podstawie informacji z\u00a0innych baz danych, na formularzu zaliczki na PIT-36 (PIT-36L) wype\u0142niane s\u0105 pola w\u00a0sekcjach dotycz\u0105cych: <em>Pozarolniczej dzia\u0142alno\u015bci gospodarczej, Dzia\u0142alno\u015bci w specjalnej strefie ekonomicznej<\/em>. W\u00a0momencie przeliczania zaliczki uzupe\u0142nione s\u0105 r\u00f3wnie\u017c dane adresowe poszczeg\u00f3lnych \u017ar\u00f3de\u0142 dochod\u00f3w oraz kwoty przychod\u00f3w i\u00a0koszt\u00f3w osi\u0105gni\u0119tych z\u00a0tytu\u0142u prowadzenia dzia\u0142alno\u015bci.<\/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\">W przypadku gdy na kwotach deklaracji w\u0142a\u015bciciel ma podpi\u0119t\u0105 baz\u0119 danych i uzupe\u0142niony np. tylko jeden miesi\u0105c udzia\u0142\u00f3w to licz\u0105c zaliczk\u0119 lub deklaracje roczn\u0105 tworz\u0105 si\u0119 zapisy kwot za brakuj\u0105ce miesi\u0105ce. Udzia\u0142y te dodawane s\u0105 za miesi\u0105ce, w kt\u00f3rych s\u0105 kwoty przychod\u00f3w lub koszt\u00f3w w podpi\u0119tej bazie. Kwoty te s\u0105 kopi\u0105 kwot deklaracji wsp\u00f3lnika z poprzednich miesi\u0119cy, czyli kopiowane s\u0105 nie tylko udzia\u0142y w dzia\u0142alno\u015bciach ale r\u00f3wnie\u017c sk\u0142adki, odliczenia, itp.<\/div><\/div><\/section>\n<section class=\"msp-alert-box msp-alert-tip\"><div class=\"msp-alert-icon\"><svg width=\"16\" height=\"16\" class=\"kb-icon kb-icon--check\" aria-hidden=\"true\" focusable=\"false\" viewBox=\"0 0 32 32\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n    <path d=\"M16 2.795c7.281 0 13.205 5.922 13.205 13.204 0 7.281-5.924 13.206-13.205 13.206S2.795 23.28 2.795 16C2.795 8.717 8.719 2.795 16 2.795zm0 2c-6.179 0-11.205 5.026-11.205 11.204 0 6.178 5.026 11.206 11.205 11.206S27.205 22.177 27.205 16 22.18 4.795 16 4.795zm4.905 6.82c.496.402.572 1.129.171 1.624l-5.386 6.975a1.154 1.154 0 0 1-1.848-.073l-2.93-2.886a1.154 1.154 0 1 1 1.818-1.42l1.946 1.914 4.606-5.963a1.154 1.154 0 0 1 1.623-.17z\" fill=\"currentColor\" fill-rule=\"evenodd\"\/>\r\n<\/svg>\r\n<\/div><div class=\"msp-alert-body\"><div class=\"msp-alert-title\">Wskaz\u00f3wka<\/div><div class=\"msp-alert-content\">Zalecamy liczenie deklaracji rocznej PIT-36\/PIT-36L na bazie w kt\u00f3rej liczone s\u0105 zaliczki zwyk\u0142e<\/div><\/div><\/section>\n<figure id=\"attachment_36995\" aria-describedby=\"caption-attachment-36995\" style=\"width: 773px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-36995 size-full\" src=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2023_5\/wp-content\/uploads\/2023\/02\/Kwoty-indywidualne-zakladka-4.-Dz.-gospodarcza-1.png\" alt=\"\" width=\"773\" height=\"676\" \/><figcaption id=\"caption-attachment-36995\" class=\"wp-caption-text\">Kwoty indywidualne, zak\u0142adka 4. Dz. gospodarcza<\/figcaption><\/figure>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Funkcja agregowania danych na zaliczkach na PIT-36 (PIT-36L) jest przeznaczona dla podatnik\u00f3w, kt\u00f3rzy wykorzystuj\u0105 program Comarch ERP Optima do prowadzenia ksi\u0119gowo\u015bci kilku firm, kt\u00f3rych s\u0105 w\u0142a\u015bcicielami lub wsp\u00f3\u0142w\u0142a\u015bcicielami. Umo\u017cliwia ona automatyczne wyliczenie zaliczki z\u00a0poziomu jednej bazy danych, bez konieczno\u015bci r\u0119cznego uzupe\u0142niania kwot koszt\u00f3w i\u00a0przychod\u00f3w uzyskanych z\u00a0innych prowadzonych przez podatnika dzia\u0142alno\u015bci. Warto\u015bci przychod\u00f3w i\u00a0koszt\u00f3w s\u0105 pobierane [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_ht_kb_usefulness":0,"_ht_kb_post_views_count":2286,"_ht_kb_article_order":0,"_ht_kb_reading_time":1,"footnotes":""},"ht_kb_category":[288,289,290,291],"ht_kb_tag":[],"class_list":["post-6968","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-pit-36","ht_kb_category-pit-36-podatki","ht_kb_category-pit-36l","ht_kb_category-pit-36l-podatki-ksiega-handlowa"],"_links":{"self":[{"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb\/6968","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\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/comments?post=6968"}],"version-history":[{"count":12,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb\/6968\/revisions"}],"predecessor-version":[{"id":37000,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb\/6968\/revisions\/37000"}],"wp:attachment":[{"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/media?parent=6968"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb_category?post=6968"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/pomoc.comarch.pl\/optima\/pl\/2027\/wp-json\/wp\/v2\/ht_kb_tag?post=6968"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}