Services
Our services are structured around the key tax compliance and risk areas faced by companies operating in Poland. We support
clients at every stage: from identifying obligations and reviewing transactions, through preparing documentation and reports, to
representing or supporting taxpayers during audits and proceedings.
We provide comprehensive tax advisory and compliance support for businesses operating in Poland, with a strong focus on
transfer pricing, corporate income tax, VAT, withholding tax and tax risk management. Our services are designed for companies
that need reliable support in identifying tax obligations, preparing documentation, reporting transactions, implementing procedures
and managing communication with Polish tax authorities.
Transfer pricing
- Transfer pricing,
- TPR reporting,
- Financial Analyses & benchmarking
TAX Compliance
- Withholding Tax,
- MDR/Tax schemes,
- Tax haven transactions,
- Real estate tax.
CIT & VAT
- CIT advisory,
- VAT advisory,
- R&D reliefs,
- Diverted profits tax.
Advisory & Audit
- Tax rulings,
- Tax audits & disputes,
- Tax documentation,
- Ongoing advisory,
- Tax training.
Transfer Pricing, TPR, Tax Havens, WHT, MDR, CIT
Transfer pricing
We support businesses in meeting Polish transfer pricing
obligations, including identification of controlled
transactions, preparation of Local File and Master File
documentation, benchmarking analyses, transfer pricing
policies and ongoing compliance support.
- Analysis of documentation obligations
- Local File and Master File preparation
- Benchmarking and financial analyses
- Transfer pricing policy review
- Support in relation to business restructurings
- Preparation for tax audits and reviews
TPR Reporting
We assist taxpayers in assessing TPR reporting
obligations and preparing transfer pricing information
forms in accordance with current Polish requirements.
- Verification of TPR filing obligations
- Preparation of TPR-C / TPR-P forms
- Review of financial and transactional data
- Consistency checks between TPR, documentation and
financial statements - Submission support
Transactions involving tax haven jurisdictions
We help companies identify and assess transactions
involving tax haven jurisdictions and manage related
documentation and due diligence obligations.
- Identification of tax haven transactions
- Verification of counterparties and KYC procedures
- Documentation support and risk assessment
Withholding Tax
We support clients in analysing withholding tax
obligations in Poland, including the application of
exemptions, reduced rates and due diligence
requirements.
- Identification of payments subject to WHT
- Review of treaty or EU directive preferences
- Beneficial owner and substance analysis
- WHT due diligence procedures
- Support with refund or pay-and-refund mechanisms
MDR / Tax Schemes
We assist businesses in identifying, analysing and
reporting tax schemes under Polish MDR regulations.
- MDR reviews and identification of reportable
arrangements - Internal MDR procedures
- Support in reporting obligations
- Training for finance, tax and legal teams
CIT Advisory
We provide ongoing and project-based support in
corporate income tax matters, including the review of tax
settlements, tax risks, reliefs, reporting obligations and
selected CIT regimes.
- CIT reviews and analysis of tax obligations
- Estonian CIT and diverted profits tax
- Tax strategy information
- Support with tax settlements and reporting
Polish withholding tax support for cross-border payments
Cross-border payments from Poland may trigger withholding tax obligations, including the need to verify the recipient’s tax
residence, beneficial owner status, business substance and eligibility for treaty or EU directive preferences.
We support clients in reviewing payment flows, assessing withholding tax risks, preparing due diligence documentation and
applying for tax opinions, refunds or exemptions where available.
VAT, Real Estate, R&D, Diverted Profits, Benchmarking, Hotline
VAT Advisory
We assist companies in VAT compliance, VAT risk reviews and
practical VAT advisory related to domestic and cross-border
transactions, including VAT refunds and recovery of VAT paid in
the EU.
Real Estate Tax
We support companies in reviewing real estate tax settlements,
identifying overpayments, managing compliance and
supporting proceedings with local tax authorities.
R&D & Innovation Reliefs
We help businesses assess and use tax incentives for
innovative activities in Poland: R&D tax relief, IP Box, innovation
employee relief, review of qualifying costs and documentation
support.
Diverted Profits Tax
We support taxpayers in assessing potential exposure to Polish
diverted profits tax and reviewing cross-border payment
structures, including documentation and business rationale
review.
Financial Analyses & Benchmarking
We prepare financial, benchmarking, sector and industry
analyses supporting transfer pricing documentation, business
decisions and tax risk management, including business
valuations.
Ongoing Advisory & Hotline
We provide ongoing support for finance, accounting and tax
teams requiring quick access to practical tax advice, including
day-to-day consultations, written recommendations and ad hoc
risk assessments.
Documentations, Rulings, Reviews, Audits, Training
Tax Documentation & Procedures
We prepare tax documentation, internal tax procedures
and compliance materials tailored to the taxpayer’s
business model and risk profile — including WHT and
MDR procedures and internal tax control frameworks.
Tax Rulings & Opinions
We support clients in obtaining individual tax rulings and
preparing tax opinions confirming the tax treatment of
planned or ongoing transactions, including preparation of
applications and communication with authorities.
Tax Reviews & Audits
We conduct tax reviews and audits aimed at identifying
potential risks, verifying tax settlements and improving
compliance processes — covering CIT, VAT, WHT and
transfer pricing reviews.
Tax Audits, Disputes & Proceedings
We support taxpayers during tax audits, customs and tax
inspections, proceedings and disputes with tax authorities.
- Preparation for tax audits
- Support during authority requests
- Review of documentation and evidence
- Drafting responses and explanations
- Assistance in tax proceedings and dispute strategy
Tax Training for Capital Groups
We provide practical tax training for companies, capital
groups, finance departments and tax teams. Training may be
tailored to the participant’s business model, internal
processes and tax risk areas.
Most of our free meetings and open events are
organised in Polish. We are available to organise
training sessions in English upon request.
