Written procedure

What you will do

You will create a new conversation in Chat, assign it to the correct company, and start a KSeF session using a configured token or certificate.

You will then ask the AI Assistant a specific question. For example, you can request an explanation of a 2026 individual tax ruling, ask how to correct an invoice, analyze a KSeF error, or summarize your own invoices.

Requirements

Before you start

Chat works in the context of the selected company. Before creating a conversation, make sure the company has been added to KSeFGPT and has an active KSeF authentication method.

Item	Description
Access	An active plan that includes Chat. An organization member needs the chat:use permission.
Company	At least one company added to the account or shared through an organization.
KSeF authentication	A token or certificate assigned to the selected company.
Information for your question	For a tax ruling, have its reference number and date ready. For an invoice, prepare its own number, KSeF number, date range, or the error message, depending on the issue.
Starting point	After signing in, select Chat in the main KSeFGPT navigation.
Time required	About 2 minutes, depending on the KSeF connection time and the complexity of your question.

01Step

Open Chat

After signing in, select Chat in the main navigation. If you do not have any conversations yet, the Start Your First Chat screen appears. Select Create new conversation.

If the Recent list already contains conversations, select New conversation at the top of the left panel. Both buttons open the same form.

KSeFGPT Chat start screen with the Create new conversation button — Step 1

02Step

Select a company and name the conversation

In Company, select the business whose data the conversation should use. If the company has both a token and a certificate, also select an Authentication Method. When only one method is available, KSeFGPT displays it automatically.

In Name, enter a clear subject, such as 2026 tax rulings and corrections. Description is optional. Select Create.

Create remains unavailable if you have not selected a company, entered a name, or configured a KSeF token or certificate for that company.

New Conversation form in KSeFGPT with a company, conversation name, and Create button — Step 2

03Step

Wait for the KSeF connection

After creating the conversation, KSeFGPT starts signing in to KSeF for the selected company. Wait until the conversation confirms that the KSeF sign-in was successful.

The message field becomes available once the session has been established. If the connection takes longer than usual, wait for the result. Refresh the page if the app reports that the connection was lost.

Successful KSeF sign-in message in a conversation with the AI Assistant — Step 3

04Step

Ask a specific question

Select Ask me anything about invoices... and enter one specific request. Include the date range, document type, tax ruling reference number, or error message, and state what you want the answer to contain.

When asking about a tax ruling, provide the complete reference number. This lets the Assistant find the correct document instead of inferring its content from the number alone. Send the message with the arrow button on the right of the field.

Topic	Example question for the AI Assistant
2026 individual tax ruling	Explain individual tax ruling 0114-KDIP1-1.4012.365.2026.1.MM of July 10, 2026. Separate the applicant's question, the applicant's position, the Director of National Tax Information's ruling, the reasoning, and the practical takeaway. Cite the source and explain who is protected by this ruling.
Change of payment due date	The invoice was accepted by KSeF, but the payment due date changed after it was issued. Is a corrective invoice required? Distinguish an error that existed on the issue date from a later change in the parties' arrangements and list the information I should check.
Correction of an amount or line item	An invoice with a KSeF number contains the wrong price for one line item. How should I prepare the correction in FA(3), how should I link it to the corrected document, and which values should be shown as differences? Cite your sources.
Your own invoices	Summarize incoming invoices for July 2026 and give the number of documents and the net, VAT, and gross totals. At the end, state the date range and currency used.
KSeF rejection error	Explain this KSeF rejection message: [paste the error code and message]. Identify the likely FA(3) field, the data I should check, and an official source.

Message field in Chat with a question about summarizing incoming invoices — Step 4

05Step

Check the answer and refine your question

Check whether the Assistant used the correct company, date range, invoice type, and currency. For a tax ruling, compare the reference number, date, facts described, ruling, and cited source.

If the answer lacks a basis or its scope is unclear, write in the same conversation: Cite the exact source and list the assumptions on which your answer is based. The Assistant retains the context of the current chat.

As a rule, an individual tax ruling protects the applicant in relation to the facts they described. The Assistant's answer helps you gather information, but it does not replace an accounting or tax assessment or comparison with the source document.

AI Assistant answer showing the invoice scope and net, VAT, and gross totals — Step 5

Final state

Check the result

The new chat is working if it appears in Recent, the conversation confirms a successful KSeF sign-in, and an answer related to your topic appears below the question you sent.

For a tax ruling, the answer should provide the correct reference number and source or clearly state that the document was not found. For your own invoices, check that the result concerns the company selected when the conversation was created.

When the connection expires, the app displays KSeF session ended. The history remains in the list, but create a new chat before asking further questions.

Diagnostics

If something does not work

Compare what you see with the cases below and follow the suggested action.

Symptom	Likely cause	What to do
You cannot open Chat	Your plan does not include Chat, or an organization member does not have the chat:use permission	Check the account plan. In an organization, ask the owner to grant the chat:use permission.
You see No companies	No company has been added to the account or shared through an organization	Go to settings, add a company, and return to Chat.
You see No credentials configured	The selected company has no KSeF token or certificate	Add an authentication method in the company settings, then create the conversation again.
Connecting to KSeF takes longer than usual	The KSeF servers may be busy	Wait for the result. If a connection lost message appears, refresh the page.
The message field is unavailable	The session has not been established yet or has already ended	Wait for the sign-in confirmation. After KSeF session ended appears, create a new chat.
The Assistant did not find a tax ruling by its reference number	The reference number contains an error or the document is not in the knowledge base	Check the reference number in the original Eureka record from the Polish Ministry of Finance and send the corrected number. Do not draw conclusions from the structure of the reference number alone.

What next

Read the analysis of changing a payment due date and correcting an invoice in KSeF to compare the conclusions from the July 10, 2026 ruling with earlier positions.

If your question concerns correcting an accepted document, see Corrective invoice in KSeF. You can find more use cases on the Chat module page.

How to start a new chat with the KSeFGPT AI Assistant