Records of returns and complaints as well as mistakes on the cash register

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When selling to private individuals who do not conduct business, there are situations in which the buyer resigns from the purchase by returning the goods or the receipt is stamped on the cash register with an obvious error. Check how the records of return of goods and complaints as well as mistakes at the cash register should be kept!

Records of return of goods and complaints for the cash register

The goods return register should be titled and assigned to a specific entity, eg goods return book, name and surname or company name, tax identification number. Additionally, it should have the registration number of the cash register to which the returns relate.

Sample cover page for a return book:




Book of returns

for the year ... ......................



TO CHECKOUT WITH REGISTER NUMBER

...........................................








Company name:

Address:

NIP (tax identification number):




 

If the entrepreneur uses more than one cash register, return notebooks should be kept separately for each cash register. The following pages of the notebook may contain the following data:

Returns for the period: ................. (month)

 

 

No.

 

 

Sale date

 

 

Receipt number

 

 

 

Name of product / service

 

 

 

date of return

 

Reimbursement for goods / services

 

 

Remarks

Gross value of goods / services or returned gross value (when part of the receivable is returned)

VAT due

1

 

 

 

 

 

 

 

2

 

 

 

 

 

 

 

3

 

 

 

 

 

 

 

Together

 

 

 


The records of returns should be accompanied by the sales documents on the basis of which the return was accepted and the return receipt protocol. An example of the return protocol form below.

                                                                                                                 ................................

place, date


Company name:

Address:

NIP (tax identification number):


No. ...... / 2020

COMPLAINT / RETURN PROTOCOL




Product name (symbol):

Receipt number:

Customer name (NIP):

Reason for return:

…................................................................................................................................................

…................................................................................................................................................

…................................................................................................................................................

…................................................................................................................................................

…................................................................................................................................................

…................................................................................................................................................

…................................................................................................................................................

…................................................................................................................................................


Has the seller accepted the goods *: YES NO


* delete as appropriate



                                                               

  ..................................................                                        .........................................

Signature of the recipient of the returned goods Signature of the person returning the goods



Records of obvious mistakes

A separate record should be kept by the entrepreneur in the event of making obvious mistakes when recording sales at the cash register that may happen to anyone. Then the sample records will contain data such as:

No.

Date of the failure to write

Gross sales value

Value of output VAT

Description of the cause of the error

Receipt number

1.

     


 

2.

     


 

3.

     


 

It is obligatory to attach the original fiscal receipt documenting the sale during which the mistake occurred.

Posting the records of the return of goods and complaints as well as mistakes at the cash register

In order to enter the records in the wfirma.pl system, go to the tab: REVENUES »OTHER REVENUES» ADD OTHER INCOME »SALE. In the revenue adding window, select NO CONTRACTOR and complete the remaining data (amounts) in accordance with the data in the records summary in a negative value (preceded by a minus sign). After completing the basic data, go to the ADVANCED tab and in the SALE TYPE IN JPK V7 field, select the RO option from the list.