01 / 08
Tax form selection
Progressive (12/32%) vs flat 19% vs lump sum vs Estonian CIT vs IP Box. Modeled 1–2 years ahead.
CIT · VAT · PIT · Estonian CIT · IP Box
Tax and accounting
Polish tax optimization: CIT 9%, Estonian CIT, IP Box 5%, VAT-UE
Poland's tax system is one of the most complex in the EU: CIT 9/19%, Estonian CIT (deferred), IP Box 5%, VAT 23/8/5/0%, monthly JPK_V7, KSeF mandatory from 2026. We pick the form for your business, run the bookkeeping (partner network of accountants), prepare returns, and represent you in audits. Sp. z o.o., JDG, branches, family foundations.
Small CIT
9%
revenue < 2M EUR/yearEstonian CIT
0% / 20%
until dividends paidIP Box
5%
on IP incomeVAT
23 / 8 / 5 / 0%
standard and reducedWhat we cover
Full cycle from registration to annual returns. Modular.
02 / 08
Monthly bookkeeping
Full ledger or simplified KPiR, payroll, ZUS, JPK_V7, JPK_KR, depreciation.
03 / 08
VAT and JPK
Combined VAT + ledger via JPK_V7. VAT-UE. KSeF from 2026.
04 / 08
Annual returns
CIT-8 for Sp. z o.o., PIT-36/36L/28 for JDG, financial statements to KRS.
05 / 08
Estonian CIT
Migration, ongoing compliance, condition checks.
06 / 08
IP Box
IP register, individual ruling at KIS, annual return with addendum.
07 / 08
Tax audits
Customs and tax inspections. Document prep, representation, appeals to WSA / NSA.
08 / 08
Transfer pricing
TP documentation for Sp. z o.o. with related parties abroad.
Onboarding
New client setup typically 1–2 weeks.
- 01
Free consultation
60 minCurrent bookkeeping audit, form review, savings calc.
- 02
Engagement + UPL-1
1 dayService contract and tax-office representation power.
- 03
Data handover
3–5 daysImport existing books, VAT registers. Streamsoft, Comarch, Symfonia.
- 04
First-month audit
1 weekLast 3 months reviewed for errors — often find VAT overpayments and refile.
- 05
Monthly mode
ongoingDocuments via portal. JPK_V7 by 25th of next month.
- 06
Quarterly reviews
4×/yearBookkeeper meeting, optimization, planning.
- 07
Year-end close
Jan–AprFinancial statements, CIT-8/PIT-36, KRS filing, audit if required.
/ documents
What you send each month
Scans or photos suffice.
- Sales invoices01
- Purchase invoices02
- Bank statements03
- Payroll records04
- Lease, leasing, loan agreements05
- Import/export documents06
- Inventory (annual)07
- Related-party transactions08
- Fixed assets (acquisitions/disposals)09
Service fee
By transaction volume.
JDG · lump sum
from 250 PLN/mo
up to 30 ops · JPK_V7PopularJDG · KPiR + VAT
from 450 PLN/mo
up to 50 opsSp. z o.o. · full ledger
from 950 PLN/mo
up to 50 ops · statementsSp. z o.o. · complex
from 1,800 PLN/mo
IP Box / Estonian / TP* Small-scale tariffs. Annual statements separate (600–1,800 PLN). Mid-size businesses (100+ ops/month) — custom quote.
Legal basis
- §01CIT Act of 15 February 1992 (with Polski Ład 2.0/3.0 amendments)
- §02PIT Act of 26 July 1991 (progressive, flat, lump sum)
- §03VAT Act of 11 March 2004 (KSeF from 2026)
- §04Accounting Act of 29 September 1994
- §05Tax Ordinance of 29 August 1997
- §06MF Regulations on JPK_V7, JPK_KR, JPK_FA
- §07KSeF Act of 26 May 2023
/ questions
Frequently asked
Sp. z o.o. with 2+ individual shareholders, passive income < 50%, minimum 3 employees. 0% on retained profits, 20% CIT + 19% PIT on dividends (~25% effective). Ideal for growth-stage reinvesting companies.
/ Send request
Tax and accounting turnkey
Free form audit and savings calc. From 250 PLN/month.