Tax strategy

 

The importance of the tax strategy

  • taxpayers with revenues in the fiscal year in excess of EUR 50 million
  • tax capital groups
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  • supports the tax risk management process
  • informs about tax processes taking place in the entity
  • contains a set of information on the planned and implemented rules that the taxpayer adheres to in the implementation of tax obligations
  • contains a catalog of decision formulas, including goals and measures enabling the correct and timely fulfillment of tax obligations
  • defines the tax vision and mission as well as tax goals, taking into account at the same time their impact on the achievement of the entity's business goals
  • creating the strategy involves the company's management also from non-tax departments
  • individual adjustment to the size and structure of the company and the industry in which the company operates
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  • analysis of the client's industry for tax purposes
  • identification of tax risk areas
  • verification of tax processes taking place in the unit
  • analysis of the fulfillment of tax obligations
  • identification of procedures
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The process of preparing a tax strategy

  • taxpayers whose revenue value obtained in the year preceding the tax year for which the information is prepared exceeded the equivalent of EUR 50 million
  • tax capital groups
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  • on the taxpayer's approach to fulfilling tax obligations
  • for all tax processes
  • on the size, structure and industry of the enterprise
  • for transactions with related entities
  • for tax settlements in the so-called tax havens
  • on submitted applications for interpretation of tax regulations
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  • developing a tax strategy
  • updating the existing tax strategy
  • analysis of processes and procedures for managing the performance of obligations under tax law
  • identification of voluntary forms of cooperation with KAS
  • analysis of the fulfillment of tax obligations in the territory of the Republic of Poland
  • analysis of MDR tax schemes
  • identification of transactions with related entities, the value of which exceeds 5% of the balance sheet total
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Tax strategy reporting

For entities obliged to inform about the implemented tax strategy, which are:
  • taxpayers whose revenue value obtained in the year preceding the tax year for which the information is prepared exceeded the equivalent of EUR 50 million
  • tax capital groups
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  • on the taxpayer's approach to fulfilling tax obligations
  • for all tax processes
  • on the size, structure and industry of the enterprise
  • for transactions with related entities
  • for tax settlements in the so-called tax havens
  • on submitted applications for interpretation of tax regulations
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  • preparation of a report on the implemented tax strategy
  • indication of the place and date of publication on the implementation of the tax strategy on the website of the company or related entity
  • indication of instructions for forwarding relevant data to the tax office
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