Create article about Introduction to KSeF

_posts/2024-04-04-introduction-to-ksef.md

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+---
+categories: development
+date: 2024-04-04 19:00:00 +0200
+excerpt: >
+  How to start integration with KSeF?
+  Generate API Token and use KSeF.
+lang: en
+layout: post
+title: Introduction to KSeF
+---
+
+**KSeF** stands for "Krajowy System e-Faktur", which means "National e-Invoice System".
+It's an online platform created in Poland
+🇵🇱
+that enables electronic issuance, transmission, and storage of invoices.
+The aim of KSeF is to streamline the invoicing process, improve transparency,
+and enhance efficiency in business transactions.
+This system allows companies to manage their financial documents more easily
+and expedite accounting processes.
+Additionally, KSeF plays a role in combating tax fraud by providing a secure environment
+for transmitting electronic invoices.
+
+KSeF is intended for companies, sole proprietors, foundations, associations,
+and cooperatives.
+I'm implementing this procedure within a limited liability company.
+To utilize KSeF, an organization must possess an API token.
+It serves for authorization of access to the system, user authentication,
+as well as for issuing and viewing invoices.
+
+The KSeF API token can be generated by the organization.
+However, to do so, access to the **e-Tax Office** (e-Urząd Skarbowy) is required.
+This is a mandatory step, and without it, further progress is not possible.
+
+## Essential Pre-Step
+
+Up to now, I didn't need access to the e-Tax Office.
+🏦
+Large companies usually already have it.
+Small businesses haven't needed it yet until they implement KSeF.
+This procedure requires submitting a paper application.
+
+The name of the application is:
+"Application for granting access / revoking access to the organization's account
+in the e-Tax Office."
+The template for the application on podatki.gov.pl
+
+Here is link:
+
+[Wniosek o przyznanie dostępu / odebranie dostępu do konta organizacji w e-Urzędzie Skarbowym](https://www.podatki.gov.pl/media/9417/wniosek-o-przyznanie-dost%C4%99pu-odebranie-dost%C4%99pu-do-konta-organizacji-w-e-urz%C4%99dzie-skarbowym.pdf)
+
+The application consists of parts A, B, C, D, E.
+A single application allows granting or revoking access
+for one user of the organization's account (UKO).
+
+### Part A
+
+> 1. Naczelnik urzędu skarbowego właściwy w sprawach ewidencji
+
+In this point, you enter the chief of your tax office.
+Typically, it's sufficient to write "Chief of the Tax Office in..."
+(and provide the locality).
+
+### Part B
+
+> B. Cel złożenia wniosku
+>
+> - [ ] Przyznanie dostępu do konta organizacji
+> - [ ] Odebranie dostępu do konta organizacji
+
+This part is responsible for stating the purpose of submitting the application.
+Since we don't have access yet, we want to grant it to someone.
+
+### Part C
+
+> C.1. Dane identyfikacyjne organizacji i aktualny adres siedziby
+
+Here, you provide the company's details.
+
+<!-- markdownlint-disable MD029 -->
+> 2. Identyfikator podatkowy NIP
+> 3. Nazwa pełna
+> 4. Ulica
+> 5. Nr domu
+> 6. Nr lokalu
+> 7. Kod pocztowy
+> 8. Miejscowość
+> 9. Telefon
+<!-- markdownlint-enable MD029 -->
+
+In short, we enter the Tax Identification Number (NIP), the full company name,
+and the company's registered address.
+
+> C.2. Rodzaj przyznawanego dostępu do konta organizacji
+>
+> - [ ] Podstawowy
+> - [ ] Rozszerzony
+
+In this part, we specify the access scope within the company.
+Basic access allows performing most actions in the e-Tax Office.
+For accounting purposes, this access is sufficient.
+Extended access additionally allows granting
+and revoking access to the organization's account.
+Therefore, for the first time,
+I personally recommend granting extended access to at least one person.
+In the future, this will facilitate managing access for other users.
+
+### Part D
+
+<!-- markdownlint-disable MD029 -->
+> 10. PESEL
+> 11. Nazwisko
+> 12. Imię
+<!-- markdownlint-enable MD029 -->
+
+This part is responsible for whom we grant access to.
+The Personal Identification Number (PESEL), last name, and first name are required.
+
+### Part E
+
+The last part contains the representation of the company (organizational unit).
+The representation must be in accordance with the National Court Register (KRS)
+or arise from the Civil Partnership Agreement.
+
+The "Podpis" (Signature) field must be filled in manually.
+
+### Submission
+
+Applications, upon submission,
+📝
+undergo the following process:
+
+1. Registration in the system
+2. Formal verification
+3. Entry into the register (within 3 business days)
+
+Access to the account is conditional upon authentication in the e-Tax Office.
+
+This can be done using:
+
+- Profil Zaufany (Trusted Profile)
+- e-Dowód (e-ID)
+- online banking
+- mObywatel (mCitizen app)
+
+## e-Tax Office Access
+
+I log in using the Trusted Profile.
+Unfortunately, the office has not yet processed my application.
+Therefore, I cannot switch the account to the selected organization.
+🏢
+
+## Generate KSeF API Token
+
+When I reach that point, I will complete the article.
+🧑‍💻️