Tax, accounting and payroll outsourcing

Our services are tailored to your needs and include comprehensive support in all areas of tax reporting, including:

CIT compliance services:

• monthly, quarterly and annual CIT calculations together with detailed information;

• annual CIT-8 return together with required attachments prepared on the basis of the annual CIT calculation;

• calculating the minimum income tax;

• calculating the global minimum income tax, the so-called Pillar 2;

• tax review aimed at verifying the correctness of corporate income tax settlements.

VAT compliance services:

• preparation of VAT purchases and sales registers based on relevant documentation;

• presentation of the JPK_VAT file with the VAT declaration (or JPK_V7) and VAT-UE information;

• tax review aimed at verifying the correctness of VAT settlements;

• support in Intrastat reporting.

Other reporting and tax obligations:

• support in settling withholding tax (which includes, among others, preparation of CIT-10Z and IFT-2R forms);

• ongoing support in the process of identifying tax risks (hot-line);

• support in reporting real estate tax and tax on civil law transactions (determining tax liability, preparing forms);

• support in registering companies;

• assistance in contacts with tax authorities during routine inspection activities.

We provide comprehensive services regarding calculation of monthly salaries in compliance with the Labour Code, social insurance law and personal income tax regulations.

Our services include calculation of fixed and variable elements of wages, e.g. bonuses, remuneration for overtime hours, holidays and remuneration for sick-leave. Within the scope of our services we maintain filing of employees’ documentation in accordance with the Labour Code.

Additionally, we prepare social security, State Fund for the Rehabilitation of Disabled Persons (PFRON) and tax declarations. We can help and assist in the case of tax or social security audits.

The scope of our services also includes assistance in joiner and leaver processes and termination of employment contracts.

Apart from the traditional method of providing we can also render the service through on-line solutions to the extent agreed with the client.
 

Within the scope of PwC payroll services, in particular we offer the following services:

• calculation of wages including benefits and deductions;

• calculation of sickness and maternity benefits;

• drawing up PIT (Personal income tax) and ZUS (Social Security Contribution) returns on behalf of the employer;

• preparation of payroll documentation for the Company and its employees;

• preparation of reports for financial and management accounting purposes;

• assistance in transferring payments of wages and social security contributions;

• preparation and filing the annual information about income / tax returns (PIT-11, PIT-4R, PIT-40);

• preparation and maintenance of employees files;

• recording and supervision of length of holidays leaves;

• monitoring validity of medical examinations and BHP (industrial safety regulations) trainings;

• preparation of certificates of employment;

• preparation and settlement of payroll for employees hired under civil law agreements;

• preparation of the information on revenues from other sources (PIT-8C).

Results and benefits resulting from our cooperation:

• we provide professional assistance based on many years of experience, knowledge of the market and the tax system;

• we offer access to the PwC Sightline platform for exchanging data and tracking work progress, making project-related communication more effective;

• we offer a flexible cooperation model and the ability to adapt to the format of the received data so that our services best suit the needs of your company;

• we emphasize efficiency based on full integration of services provided by PwC (with particular emphasis on work related to tax reporting);

• we help your company through appropriate communication and providing the information required to make rational and business-beneficial decisions;
• we offer solutions tailored to your business, complexity of payroll elements and reporting requirements;
• we are fast and flexible on the one hand and protect and secure payroll data to maintain confidentiality on the other.

In the event of sudden changes or the lack of qualified employees in financial departments, we offer secondment of experienced PwC specialists for a limited period of time, whose commitment will allow you to run your business efficiently and safely fulfill your duties in the field of accounting, taxes, human resources and payroll.

Secondment of PwC specialists to your Company lets you achieve, among others, the following benefits:

• reduction of labor and personnel costs related to bookkeeping, tax calculation and employee settlements;

• fresh, independent look at your Company’s needs and processes;

• specialized knowledge and support of PwC specialists in solving technical issues;

• time flexibility of our proposal (we commence and we end our engagement on your request);

• in the case of sudden changes in your Company we are able to adjust our project team on an on-going basis;

• substantial cost savings and minimizing risk related to traditional employment approaches (recruitment, administration and training costs, shortage of technical knowledge, maternity and parental leave, medical care, etc.)

By cooperating with us, you will receive a service tailored to the individual requirements of your Company. We provide not only a high substantive level of our services, but above all we pay special attention to building long-term relationships.

Our tax reporting and strategy practice helps tax departments take a closer look at their key assets, including people, processes, data and technology. While working with us, you will be able to look at taxes from a new perspective and take advantage of the solutions we propose by adapting your tax function to the current business and tax environment.

As part of transforming the tax function of your Company we can offer you the following services:

• an assessment of the current level of efficiency and maturity of the tax function using the T3M - Tax Management Maturity Model, during which we review existing process documentation and conduct interviews and trainings with the Company’s employees; 

• identification of the needs related to tax management and areas of low efficiency; 

• preparation of information on the implemented tax strategy and a tax strategy specifying, among others, strategic goals, mission and vision, as well as particular means enabling proper fulfilment of tax obligations; 

• preparation of  a policy describing the tax governance and addressing issues related to potential penal fiscal liability; 

• formulation of recommendations regarding the tax function efficiency and organisation of internal governance resulting from our experience and observations of our clients locally and globally;

• review of the correctness of your Company’s tax settlements;

• assistance in the Cooperative Tax Compliance Programme entry process.