How can we support you?

• Mergers, demergers, contributions in kind
• Business restructurings
• Tax-related support during IPO
• Effective business succession
• Transaction planning and execution 
• Tax due diligence / vendor due diligence
• Post-transaction tax support
• Financing and re-financing structuring
• Securing against tax risks
• Tax negotiations
• Review of financial models from tax point of view
• Taxation of the directors

Contact us

 Lukasz.Kupryjanczyk@thedy.pl

• CIT compliance
• Tax reviews
• Ongoing tax advisory services
• Tax procedures
• Tax-efficiency of the shareholding and financing structures
• Tax Capital Groups
• Withholding Tax (WHT)
• Tax deductibility restrictions for intangible services and financial costs
• Assistance in documenting performance of services
• Tax settlement of investments
• Minimal tax (tax on commercial properties)

Contact us

Michal.Thedy@thedy.pl

• Transfer pricing documentation
• Benchmark analyses
• Advanced Pricing Agreements (APA)
• Transfer pricing policies and price adjustments
• Verification and determination of intercompany charges
• Transfer pricing reporting
• International mutual agreement procedure
• Support in transfer pricing related tax audits

Contact us

Lukasz.Kupryjanczyk@thedy.pl

• VAT compliance
• VAT registration (PL and EU VAT)
• VAT and excise duty reviews
• Ongoing tax advisory services
• VAT-related risk management
• Protection against tax frauds
• VAT and excise classification of goods and services including WIS / WIA applications
• Applying for tax rulings related to VAT
• VAT refunds in Poland and abroad
• VAT in local governmental units
• Support in VAT and excise duty investigations and controls
• Support in the implementation of billing automation, e.g. KSeF
• Setting up VAT procedures
• Securing the VAT settlement of real estate transactions

Contact us

Andrzej.Kapczuk@thedy.pl

• PIT compliance
• PIT settlements for employees, including delegated employees and expats
• Employee motivation programs / stock option plans
• Tax reviews
• PIT settlements of the directors
• 50% tax deductible costs
• PIT settlements of entrepreneurs and investors
• Settlements of the PIT remitters
• Business trips
• Social Insurance (ZUS) settlements
• Support in PIT and ZUS related tax audits
• Remote working, including from abroad

Contact us

Adam.Allen@thedy.pl

• Tax reviews
• Applying for tax overpayments
• Settlement of completed investments
• Inventories, valuations, measurements, opinions
• Ongoing tax advisory services and Real Estate Tax compliance
• Tax procedures
• Regulatory advisory services
• Assistance in reducing the annual perpetual usufruct fee
• Settlement of the advertising fee (opłata reklamowa)

Contact us

Michal.Nielepkowicz@thedy.pl

• Open and closed training courses
• Changes in CIT / PIT / VAT / Real Estate Tax
• Preparation for tax audits
• Workshops on the settlement of state aid, including tax settlements within Special Economic Zones and the Polish Investment Zone

Contact us

Lukasz.Kupryjanczyk@thedy.pl

I. Comprehensive support in the registration process for VAT, VAT-EU, VAT-OSS, IOSS, EORI, and INTRASTAT in Poland, including:

• the business model and transactions analysis for the purpose of VAT registration requirements in Poland and selecting the most effective VAT registration option,
• preparation of necessary registration documents and forms,
• submission of registration documents to the relevant tax authorities,
• ongoing communication with the tax authorities during the registration process,
• general information preparation regarding the functioning of the Polish VAT system (so-called VAT Manual).

II. Ongoing support for VAT and INTRASTAT reporting in Poland, including:

• maintaining VAT records based on the submitted documentation,
• verification of VAT returns (e.g. SAF-T file) and EU sales/purchase lists (VAT-EU, VAT-EUK) prepared by the Client,
• preparation and submission of VAT returns (e.g. SAF-T file) and EU sales/purchase lists (VAT-EU, VAT-EUK),
• preparation and submission of INTRASTAT declarations,
• preparation and submission of VAT and INTRASTAT settlement corrections,
• assistance with VAT refund and/or VAT overpayment process,
• ongoing communication with tax and customs authorities on behalf of the Client, including representation during verification activities and tax audits.

III. Maintaining on behalf of the Client Personal Income Tax (PIT), Corporate Income Tax (CIT), and Real Estate Tax (RET) compliance process

Contact us

Andrzej.Kapczuk@thedy.pl