Ongoing tax and legal advice in Poland

Your accountant prepares the figures, management negotiates a contract, and headquarters asks how the Polish transaction should be treated. Ongoing advice gives these questions a defined route. We support management and accounting teams with Polish tax and legal matters, including companies within international groups.

We agree the scope, contact arrangements and fees before work starts. The aim is to answer a question while the company can still act on the answer: before signing, invoicing or choosing how to carry out a transaction.

When a standing arrangement makes sense

Regular support is useful when tax questions recur, different departments need a consistent position, or the company has no in-house Polish tax function. It can also help a business whose accounting team needs a specialist assessment of an unusual contract or a transaction with another group entity.

An ongoing arrangement builds knowledge of the company’s structure and previous decisions. We still ask for the facts of each new matter. Familiarity with the business helps identify the right questions; it does not replace checking the particular transaction.

Questions we handle in day-to-day work

• CIT and VAT consequences of purchases, sales, financing and payments.
• Tax and legal review of contracts, terms of business and internal rules.
• Documentation and reporting questions raised by the accounting team.
• Company matters and the legal implications of planned business decisions.
• Employment and civil-law cooperation arrangements, with tax and social insurance considerations.
• Initial assessment of transfer pricing, tax incentive and cross-border issues that may need a separate project.

The agreed work may also include tax reviews, internal procedures, tailored workshops or an interim tax manager role. Where an application for a tax ruling or another formal instrument is appropriate, we define its purpose, scope and responsibility separately.

Working with your accountant and advisers abroad

Tax advice and bookkeeping are distinct responsibilities. We establish who prepares returns, who supplies records and who approves the recommended position. Our advice can support an existing accounting provider without creating uncertainty over who is responsible for a filing.

For foreign groups, we explain the Polish requirements and coordinate information needed from headquarters. If a transaction also requires advice under another country’s law, we identify that dependency and work with the relevant adviser within the agreed scope.

What you receive

Depending on the matter, the output may be an answer to a specific question, a reviewed contract, a written assessment or an agreed procedure. We set out the facts and assumptions that affect the conclusion and identify the next action. If information is missing or more than one route is available, we explain that before recommending a decision.

Where ongoing advice ends and a project begins

A tax dispute, restructuring or substantial relief claim can require a separate engagement. We flag this before proceeding and explain the proposed work and fees. See our services for tax audits and disputes, corporate restructuring, Estonian CIT and transfer pricing.

Starting the cooperation

We discuss the business, the questions that arise most often and the support already in place. We then agree the scope and review the structure, key contracts and flow of information. From there, management and accounting know where to send a question and when a matter needs specialist work.

Tell us what your company needs to decide, which countries are involved and whether there is a deadline. Contact our team to agree the scope and next step. Confidential documents can follow through the channel agreed with your adviser.