Services
Accounting, tax, payroll and HR at every stage of your business - from the simplest tax set-up to full commercial books. Where Polish terms matter, we give them in brackets so you’ll recognise them in official documents.
Lump-sum tax and tax card
Revenue records for businesses taxed as a lump sum on recorded revenue (ryczałt ewidencjonowany) - a flat rate on revenue with no deduction of costs. We also look after the tax card (karta podatkowa) for those already using it; it has been closed to new businesses since 2022.
- Revenue records and lump-sum tax calculation
- VAT records, JPK-VAT returns (the Polish SAF-T) and EU sales lists (VAT-UE)
- Annual tax returns PIT-16A and PIT-28
- Register of fixed assets and equipment
- Representation before the tax office, including during audits
Revenue and expense ledger
For businesses paying income tax on profit - at the progressive tax scale or the flat rate - with monthly tax advances calculated as you go. In Polish: księga przychodów i rozchodów (KPiR).
- Keeping your revenue and expense ledger (KPiR)
- Monthly income tax advances
- Annual tax returns PIT-36 and PIT-36L
- VAT records, JPK-VAT and VAT-UE
- Register of fixed assets and equipment
- Representation before the tax office
Full accounting
Commercial books (księgi handlowe) for companies such as a Polish limited company (sp. z o.o.) and for other businesses required to keep full accounts - at our office or at your premises.
Symfonia Premium
Optima
enova
- Commercial books kept at our office or at your premises
- Financial statements in line with current regulations
- Reports for Statistics Poland (GUS) and the National Bank of Poland (NBP)
- Monthly, quarterly and annual reports in the format you need
- Corporate income tax (CIT) advances and monitoring of receivables and payables
- Working with your statutory auditor on the audit of financial statements
- Dealing with your bank on request
Payroll and HR
Payroll and HR for businesses in and around Kraków - accurate and always on time.
- Personnel files, including electronic ones, kept in line with the Polish Labour Code
- Registering and deregistering employees with ZUS
- Payroll and holiday leave records
- Civil-law contracts (contracts of mandate and for specific work)
- Tax forms PIT-11, PIT-4R and PIT-8AR
- PFRON (state disability fund) returns and GUS reports
- Health and safety (BHP) training through trusted partners
Social security (ZUS)
Dealing with ZUS, the Polish Social Insurance Institution, on behalf of business owners and their employees.
- Registrations, updates and deregistrations
- Monthly contribution returns
- Representing you during ZUS inspections
Financial services
Support with financial decisions and with raising money for growth.
- Business plans
- Paperwork for banks, lenders and leasing companies
- EU grant documentation
- Financial advice
- Banking support
- Liability and vehicle insurance (OC and AC)
Which type of accounting?
The type of accounting follows from how you are taxed and how big your business is: lump-sum tax needs revenue records, the tax scale and the flat rate need the ledger (KPiR), and companies and larger businesses keep full accounts. Not sure which one suits you? We’ll talk it through at our first meeting.
| Scope | Lump-sum tax | Ledger (KPiR) | Full accounting |
|---|---|---|---|
| How you are taxed | lump-sum tax, tax card | tax scale or flat rate | CIT, tax scale or flat rate |
| Revenue records | ✓ | - | - |
| Revenue and expense ledger | - | ✓ | - |
| Accounting books (full accounts) | - | - | ✓ |
| VAT records, exports, intra-EU supplies and acquisitions (WDT, WNT) | ✓ | ✓ | ✓ |
| Fixed assets and equipment | ✓ | ✓ | ✓ |
| Financial statements | - | - | ✓ |
| Payroll, HR and ZUS | ✓ | ✓ | ✓ |
| GUS and PFRON reports | - | ✓ | ✓ |
| Representation before the tax office and ZUS | ✓ | ✓ | ✓ |
| Online accounting and invoicing | ✓ | ✓ | ✓ |
How much does it cost?
The price depends on your tax set-up and on how many documents and employees you have. We’ll send you a quote after a short conversation.