Faden IP Box documentation

How the Faden IP Box application works: window by window, with screens taken from the application itself and examples to try.

Guide

• Start hereFaden IP Box keeps IP Box relief documentation in one place: IP rights, evidence of work, invoices, costs and a report with a PIT/IP annex.
• Roles and permissionsThe three roles in Faden IP Box: entrepreneur, accountant and administrator, and what each of them can access.
• From IP rights to the reportThe steps in Faden IP Box: IP rights, invoices, costs, tax inputs, the report and the PIT/IP annex.
• GlossaryTerms used in Faden IP Box and what the app does with them: IP right, nexus ratio, KPiR, direct and indirect costs.
• Hosting and dataFaden IP Box runs in two ways: hosted by us, or by you in Docker. The difference is who stores the data and who is responsible for it.

Account and sign-in

• Sign inThe Faden IP Box sign-in screen: email and password, a language switch and a link to create an account.
• Create accountEntrepreneur self-signup: a login, a password and optionally a new company workspace.
• My accountYour own account details: name, email (your sign-in), application language and password change.

Companies and workspaces

• EntrepreneursThe list of company workspaces: add an entrepreneur, look one up by NIP, open a workspace and (for administrators) archive it.
• Business profileCompany details, entrepreneur and accountant access to the workspace, and archiving.

IP rights and evidence

• IP rightsThe entrepreneur's catalogue of IP rights: add, deactivate and delete rights to pick on invoices, expenses and IP Box entries.
• IP BoxWork entries for your IP rights and review of invoice income: link an invoice to an IP right and its evidence.

Invoices, costs and KPiR

• InvoicesThe workspace's invoice register: filter, add, edit, bulk edit and assign amounts to IP rights.
• ExpensesThe entrepreneur's expense register: browse, classify, edit, bulk edit and manually add expenses.
• KPiRThe KPiR register: income and expenses in one place, completing invoice details and importing a KPiR file.

IP Box reports

• Tax inputsSource data for the report and PIT/IP annex of a chosen year: losses, Nexus, adjustments, taxpayer details and calculation rules.
• ReportsThe workspace's yearly IP Box reports and generating a report for a chosen tax year.
• IP Box reportA report for one tax year: lines, IP ledger and PIT/IP annex, with XLSX export and the option to pin it.

Administration

• UsersAdmin window: create accountant and admin accounts, edit details, deactivate, and reset passwords.
• SettingsApplication settings for the admin: the CEIDG API token used to look up companies when adding an entrepreneur.
• BackupsAdmin window: create, schedule, verify, download, upload and restore backups of the whole application.
• LicenseThe installation's license status and details, plus installing, replacing and removing the license key.
• Audit logThe administrator's audit log: who changed what and when, plus sign-ins and refused attempts. Read-only.
• Troubleshooting and supportAdmin window: installation status, health checks and a diagnostic archive for support.