The main reason people put up for years with an accountant who does not answer them is the fear that something will break during the switch: reporting will be interrupted, documents will be lost, a fine will arrive. Here is how it actually works.
You can switch at any time
There is no need to wait for the end of the year or the quarter. The books are handed over as of any date, and reporting is not interrupted: the previous bureau is responsible for past periods, we are responsible for new ones.
How it works
- Day 1. You sign a contract with us and a power of attorney. A termination notice is sent to the previous bureau, which is usually enough.
- Days 1-3. We collect the records from them: the ledger, registers, confirmations of filed returns, contracts, HR documents. By law they are obliged to hand them over.
- First week. We reconcile balances: what has been filed, what has been paid, whether there are any debts with the tax office (US) or ZUS. If we find discrepancies, we show them to you in writing.
- After that. We work to our usual schedule.
What if the previous bureau will not hand over the documents
It happens, usually in a dispute over payment. The documents belong to you, not to the bureau. We know how to draw up a demand and the deadline for complying with it. In most cases a written request referring to the contract is enough.
First we take a look for free
Before changing anything, it helps to understand where you stand. Send us your latest returns or access to your accounting software: we will check whether everything was filed on time, whether there are balances outstanding with US and ZUS, whether your PKD codes match what you actually do, and whether your VAT status is in order. It is free and commits you to nothing. If everything is in order, we will say so.
Where to start
Message us and describe your situation in two sentences. We will tell you what to do next and what it will cost. If it turns out you do not need our help, we will say so.
We are the Polish practice of the MK Audit international audit and accounting group, in audit and accounting since 2000. We work online across Poland and meet in person in Warsaw.
Tell us your business form and the month you want to switch from, and we will tell you what we need from your previous bureau.
You run your business. We take care of taxes, ZUS and paperwork
Six things we take off your plate, so you can focus on your business.
You always know what to pay and when
Once a month you get one message: how much PIT, VAT and ZUS to pay, to which account and by what date.
Deadlines under control
We keep the filing calendar. We submit JPK_V7, PIT and ZUS DRA ourselves and send you the confirmation. If interest or a penalty results from our error, we pay it under the contract.
We handle letters from the tax office and ZUS
Forward it to us. We explain what they want and prepare the reply or the correction.
We track new rules for you
We follow the changes for you. We connect you to KSeF, set up invoicing and tell you in advance what changes for your company.
Hiring made simple
We draw up the employment or civil law contract, register the person with ZUS, run payroll and file the reports.
We tidy up after your previous accountant
We review past periods, reconcile with the tax office and ZUS and correct the returns. Any discrepancies are shown to you in writing.
What is left for you
- 1Send your documentsA photo, scan or file by message or email. No need to sort them.
- 2Pay the taxesUsing the amount and date from our message, to your mikrorachunek podatkowy.
- 3Ask when you need toQuestions about your books are included in the monthly fee.
