Accountancy services for Sp. z o.o. in Poland
IMOSTA Group provides accounting services for Sp. z o.o. in Poland: we calculate taxes, prepare and submit tax returns, and manage VAT, ZUS, KSeF, invoices, bank statements, annual accounts and the company’s day-to-day affairs.
We work with foreign entrepreneurs and explain the Polish system in simple terms.
Sp. z o.o.
RU / UA / EN / PL
Who would benefit from accounting support for a Sp. z o.o.?.
The company has only just been registered
Once the Sp. z o.o. has been registered with the KRS, it is important to set up the accounting system straight away: invoices, document submission, VAT, ZUS, KSeF, bank account, CRBR, PCC and initial tax procedures.
The company is not yet operational
Even if a Sp. z o.o. has no sales, staff or regular business activities, it may still have accounting and reporting obligations. A specific tariff is provided for such companies Mini Sp. z o.o.
Would you like to change your accountant?
IMOSTA will advise you on which documents to request from your previous accountant, how to transfer the data, and how to adapt your company to the new way of working.
You have purchased a ready-made Sp. z o.o.
Accounting services for a Sp. z o.o. include:
Sp. z o.o. mini
Sp. z o.o. middle
Sp. z o.o. maxi
Initial consultation on accounting support: determining the scope of work to be carried out, the procedure and the scope of the documents to be provided;
Drawing up powers of attorney for the signing of declarations;
Support for connecting to KSeF
Providing access to and training on how to use the personal online account for issuing invoices and storing documents;
Checking the first invoices issued for errors
Monthly tax calculations, including corporation tax (CIT)
Processing of bank statements in MT940 and PDF formats
Support with communications with Polish government bodies: ZUS, Urząd Skarbowy
Online support should you have any queries
Preparation and submission of annual CIT 8 profit tax returns
The option of a monthly one-to-one consultation with an accountant, solicitor or HR specialist (up to 30 minutes).
processing of up to 3 accounting entries per month.
processing of between 5 and 20 accounting entries per month.
processing of between 21 and 40 accounting entries per month.
Sp. z o.o. mini
processing of up to 3 accounting entries per month.
Sp. z o.o. middle
processing of between 5 and 20 accounting entries per month.
Sp. z o.o. maxi
processing of between 21 and 40 accounting entries per month.
*If the number of documents, transactions, staff members, bank accounts, VAT transactions or other obligations exceeds the limit for the selected package, the support package and cost will be calculated on a case-by-case basis.
How to work with IMOSTA
Before the contract is signed, we analyse the company’s situation and explain the basic rules for keeping accounts in Poland, as well as the procedures for handling documents, taxes, VAT, ZUS, KSeF and financial reporting.
We are clarifying the number of accounting entries, VAT obligations, staff numbers, payments to board members, bank accounts, invoices, KSeF and other obligations.
Once we have chosen the support package, we sign the contract and set out the working arrangements.
We provide access to the software and the online portal for issuing invoices and for the transfer and storage of financial documents.
We explain how to submit invoices, bank statements, contracts, source documents and other accounting data. If required, we assist with connecting to KSeF and show you how to work with electronic invoices.
We calculate taxes, prepare and submit tax returns, and process documents and bank statements. As part of our support service, clients can contact IMOSTA online with any day-to-day queries regarding their company’s accounts.
What documents are required to set up accounting services?
The list of documents depends on the company’s situation: a new Sp. z o.o., a company with no turnover, an existing company, or a transfer from another accountant. During the initial consultation, IMOSTA will advise you on exactly what information is required in your specific case.
Documents for monthly accounting
Documents for monthly accounting
- Sales invoices and cost invoices;
- Bank statements for all bank accounts, preferably in MT940 and PDF formats;
- Monthly cash report (raport miesięczny), cash flow statement;
- Documents relating to the acquisition of fixed assets (notarised deeds, invoices);
- Information on business trips undertaken by members of the board, and resolutions regarding the payment of remuneration to members of the board;
- Loan agreements, tenancy agreements, etc.;
- Information about the company’s staff (hiring/dismissal, business trips, leave, hours worked);
- Data on the movement of goods within the warehouse and stock levels, as well as documents confirming the receipt and dispatch of goods, if the company is involved in the trade of goods.
*To restore the accounts, documents must be provided covering the entire period of restoration.
Documents required when transferring from another accountant
If a company is switching from another accountancy firm
- Analytical trial balance at the end of the year and on the last day of the month;
- A list of unpaid or unposted documents, specifying the currency and counterparties as at the last day of the period;
- VAT-EU returns together with the UPO for the entire period;
- JPK_VAT files for the entire period;
- Fixed assets records, details of depreciation charges;
- Calculation of accruals and deferrals;
- Staff records, payslips for the current year (if the company has any staff);
- Resolutions and payslips for the current year relating to the payment of remuneration to members of the board;
- Tracking stock levels, if the company is involved in the retail trade.
Not sure which documents your company specifically needs?
Submit an enquiry — an IMOSTA specialist will advise you and answer your questions.
Why Entrepreneurs Choose IMOSTA?
Accountancy, legal support, virtual office services, HR, tax and legalisation are all provided by a single team.
Accounting, tax, legal and HR matters are handled within one integrated support system.
We explain Polish procedures clearly, without complex terms or confusing abbreviations.
What our clients say about IMOSTA
FAQ
If a Sp. z o.o. issues invoices to foreign customers or receives payments from other countries, the accountant must take into account the counterparty’s country, the currency, the type of service or goods, VAT, EU VAT, exchange rate differences and the rules for recording the transaction in the accounts. Before commencing support, IMOSTA clarifies the company’s operating model and explains which documents need to be provided for such transactions.
In this case, the accounts department must keep track not only of the company’s invoices and taxes, but also of its HR and payroll obligations: contracts, payslips, ZUS DRA / RCA, PIT-4R, payments to board members and other settlements. IMOSTA verifies this information upon onboarding to ensure the correct support package is selected.
IMOSTA’s accounting services include professional indemnity cover and insurance for accounting activities. It is important to note, however, that the client is responsible for providing complete and accurate documents in a timely manner, as the accounting process depends on the data received from the company.
When you switch to our accounting services, we draw up a list of the documents and data required to set up your company correctly: tax returns, trial balances, bank statements, VAT / VAT-EU data, as well as details of settlements with counterparties, employees and fixed assets. This data is taken into account in our subsequent work with the company’s accounts.
When processing payments in EUR, USD or other currencies, it is important to accurately record the transaction date, exchange rate, payment amount, invoice currency, bank receipts and exchange rate differences. The accounts department requires invoices, payment confirmations, bank statements and details of the counterparty.
Annual reporting may include the preparation of financial statements, the CIT-8 form, and other returns where applicable to the company, such as the PIT-4R form or reports relating to employees and board members. The specific scope depends on the company’s activities, documentation and obligations for the year.
Submit an enquiry — IMOSTA will assess your company’s situation, select a suitable support package and explain the process for setting up your accounts.
*IMOSTA Group is not a government body; it does not represent the KRS, the Tax Office, ZUS or any other government agencies, and does not issue government documents, numbers, decisions or official statuses.
We provide consultancy, organisational, accounting and legal support to entrepreneurs and companies in Poland. If the process involves any steps requiring the client’s involvement, such as a signature, a visit to an official body, proof of identity or a decision from a government authority, IMOSTA explains the procedure and provides the client with advisory support.