Let’s work together
Most of our clients come to us with a business that is already up and running. We take over your accounting and carry it on - and if you’re only just starting out, we’ll help you register your business in Poland.
I’m changing accountants or outsourcing my bookkeeping.
Registration in Poland and a business bank account.
How we take over your accounting
Switching accountants doesn’t mean a gap in your filings. We agree a handover date so that no month slips through the cracks.
First conversation
We get to know your business, your tax set-up and how many documents and employees you have.
Questionnaire and quote
You fill in a short questionnaire for your type of business, and we prepare a quote that matches the work involved.
Agreement
We sign an agreement and decide from which month we take over the books and how you’ll send us your documents.
Handover
We collect the records from your previous accountant and carry on with your tax office and ZUS filings.
Paperwork for switching
You don’t have to fill these in yourself - we’ll prepare them with you once the contract is signed. The links lead to the official forms, so they are always up to date.
Powers of attorney
- UPL-1authorises us to sign and file tax returns and JPK filespodatki.gov.pl
- PPS-1a specific power of attorney for tax matters, e.g. correspondence with the tax officepodatki.gov.pl
- ZUS-PELauthorises us to act for you with ZUS, including its online portalzus.pl
- KSeFpermissions for us to issue and receive e-invoices in the National e-Invoicing Systemksef.podatki.gov.pl
What your previous accountant hands over
- the books (revenue and expense ledger or full accounts) and VAT records for the current year
- JPK_V7 files and tax returns with their UPO receipts for recent periods
- the fixed assets and equipment register with the depreciation schedule
- last year’s annual returns and, for companies, the financial statements
- ZUS declarations and the current ZUS balance
- payroll and HR records: personnel files, payrolls, pay records, PPK
- information about arrears, overpayments and ongoing cases with the authorities
- a handover report listing the documents passed on
We can collect the documents from your previous accountant ourselves - just let them know.
Choose your questionnaire
Each questionnaire is in English and takes you through the key questions one step at a time, so we can prepare a quote before we meet. Polish terms are explained along the way.
Sole traders (JDG)
A business run in your own name - in Polish, jednoosobowa działalność gospodarcza (JDG) - taxed as a lump sum, on the tax card or through the revenue and expense ledger.
What we do for you
- Choosing the right tax set-up
- Registration and a business account with mBank
- Lump-sum tax, tax card or KPiR
- VAT and JPK-VAT
- ZUS contributions
- Annual PIT return
Companies and full accounting
Companies - such as a Polish limited company (sp. z o.o.) - and other businesses keeping full accounts, including sole traders who keep commercial books.
What we do for you
- Commercial books at our office or yours
- Financial statements
- Corporate income tax (CIT) advances
- Management reports
- Payroll for your staff
- Working with your statutory auditor
Non-profit organisations
Foundations, associations and other NGOs, including those that also run commercial activity.
What we do for you
- Full accounts for your organisation
- Financial statements
- Accounting for commercial activity
- Payroll, HR and civil-law contracts
- Grant documentation
Starting a business?
You can set up your business with us, too. We’ll help you prepare your registration in CEIDG (the Polish business register), open a business account with mBank, and keep your books from day one.
- Choosing your tax set-up and PKD activity codes
- Registration in CEIDG
- A business account with mBank
Not sure which questionnaire to choose?
Give us a call and we’ll point you in the right direction. If you’re based abroad, we can work entirely remotely: documents are sent electronically, and we keep in touch by email and video call.