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FINALAB

Full accounting

Full accounting

According to the Accounting Act, the following entities are obligated to maintain full accounting, i.e., accounting books:

  • Business entities: limited liability company (sp. z o.o.), limited liability company in organization (sp. z o.o. w organizacji), simple joint-stock company (prosta spółka akcyjna), simple joint-stock company in organization (prosta spółka akcyjna w organizacji), limited partnership (spółka komandytowa), and limited joint-stock partnership (komandytowo-akcyjna), regardless of their revenue,
  • osoby fizyczne, spółki cywilne osób fizycznych i przedsiębiorstwa w spadku, spółki jawne osób fizycznych, spółki partnerskie oraz przedsiębiorstwa w spadku, jeśli ich przychody netto za poprzedni rok obrotowy wyniosły co najmniej 2 mln euro. W roku 2024 obowiązek ten powstanie po przekroczeniu kwoty 9 218 200 zł wg kursu euro z 2 października 2023 roku.

The accounting books consist of the following elements:

  • journal,
  • general ledger,
  • subsidiary ledgers,
  • summary of transactions and balances of main ledger accounts as well as subsidiary ledger accounts,
  • list of assets and liabilities

Full accounting is a complex method of recording business events in a chronological and systematic manner, and the entrepreneur is obligated to prepare financial statements, which include the balance sheet, profit and loss statement, introductory information to the report, as well as additional information and explanations.

Despite the complexity of the process, maintaining full accounting records has many benefits, both for small businesses and larger enterprises. Here are a few advantages of maintaining full accounting records:

Reliable financial data

Full accounting ensures precise and reliable information regarding the financial position of the company. This is crucial for both internal management and external stakeholders such as investors, banks, or regulatory bodies.

Compliance with the law

Many countries require companies to maintain full accounting under specific standards and legal regulations. Maintaining full accounting helps to avoid the consequences associated with non-compliance with the law.

Cost tracking

Full accounting allows for precise tracking of all operational costs, enabling the identification of areas where savings can be made or expenditures optimized.

Good management

Accurate financial reporting facilitates making informed business decisions. Working with solid data makes financial management more effective.

Analysis and forecasting

Full accounting provides data that can be used for analyzing trends, forecasting future financial results, and for strategic planning for the company.

Better access to financing

Having full and reliable financial data can increase the chances of obtaining a bank loan or other forms of financing for business development.

Accountability and transparency

Full accounting fosters trust among customers, business partners, and investors by ensuring transparency and honesty in conducting business operations.

Tax and profits

By maintaining full accounting properly, the risk of tax errors can be minimized, and settlements can be optimized, potentially leading to profit maximization.

As part of simplified accounting, we offer:

  • Company registration
  • Registration with tax offices and Social Insurance Institution (ZUS)
  • Assistance in updating company data and submitting the necessary applications to the National Court Register (KRS)
  • Maintaining full accounting in accordance with the Accounting Act
  • Financial reporting (preparation of balance sheet, profit and loss statement, explanatory notes to the financial statements, and so-called notes - additional information and explanations)
  • Developing an accounting policy and chart of accounts tailored to the individual needs of the client
  • Recording documents in accounting books based on paper or electronic documents
  • Maintaining VAT registers
  • Preparation of monthly or quarterly VAT returns (VAT-7, VAT-7K, VAT-7D)
  • Settling intra-community transactions (IC acquisitions, IC supplies, import, export of services, triangular transactions)
  • Monthly or quarterly settlements of corporate income tax (CIT)
  • Monthly or quarterly settlements of personal income tax (PIT)
  • Preparation of annual tax returns based on data from entries in the books (PIT-36, PIT36-L, CIT-8)
  • Preparing and Sending JPK Reports to the Tax Office
  • Taxpayer support in the event of tax audits and cooperation with tax authorities
  • Maintaining records of fixed assets and intangible assets along with calculating depreciation allowances
  • Preparation of annual and periodic financial statements in accordance with the requirements of the Accounting Act, including reports to the Central Statistical Office (GUS), the National Bank of Poland (NBP), and reports for management
  • Retrieving bank statements from client accounts
  • Archiving accounting documents
  • Preparing Intrastat declarations
  • Preparing payroll and HR information
  • Salary and deduction calculations
  • Preparation of tax returns and Social Insurance Institution (ZUS) declarations

Full accounting services in Warsaw. And beyond!

Although our accounting office FinaLab is located in Warsaw in Mokotów, we offer full acounting online for entrepreneurs from all over the country. We have a dedicated online platform and advanced technological solutions that allow us to remotely maintain accounting records. As a client using our accounting services, you will receive free access to an individual client account, which allows you to easily send scans or photos of all necessary documents. Our remote platform works both in a computer browser and as a mobile application on smartphones and tablets, giving you constant access to detailed data and settlements of your company, regardless of where you are - whether in the office or traveling by train.

FINALAB

Simplified accounting

Simplified accounting

As part of simplified accounting, we offer:

  • Assistance in registering a business, and submitting necessary applications, and declarations.
  • Recording Documents in the Ledger
  • Preparing and Submitting Declarations for Goods and Services Tax (VAT-7, VAT-7K, VAT-7D)
  • Calculation of Monthly/Quarterly Income Tax Liabilities
  • Preparing Annual Tax Returns Based on Data from the KPiR (PIT-36, PIT-36L)
  • Preparing and Sending JPK Reports to the Tax Office
  • Maintaining records of fixed assets and intangible assets along with calculating depreciation allowances
  • Maintaining Documentation and Settlements for Social Security Institution (ZUS)
  • Settling Business Trips
  • Representation of the Client by Tax Office & ZUS
  • Maintaining VAT Purchase and Sales Registers
  • Handling VAT Settlements Resulting from Intracommunity Transactions and Service Imports

Tax Revenue and Expense Ledger (KPiR)

For whom is the Tax Revenue and Expense Ledger (KPiR)?

You are obliged to maintain KPiR if:

  • if you operate as a natural person, an enterprise by inheritance, a civil partnership of natural persons and enterprises by inheritance, a general partnership of natural persons, or a partnership;
  • you have chosen taxation under general rules (12%) or according to the flat rate of 19%;
  • your revenue for the previous tax year did not exceed 2 million euros (in 2024, this is 9,188,200 PLN)

Tax Revenue and Expense Ledger (KPiR)

The Tax Revenue and Expense Ledger (KPiR) is a simplified form of accounting designed for smaller companies. It allows you to determine revenues and expenses for income tax purposes, such as establishing the tax base and the amount of tax due. The records are kept according to the template specified in the regulation of the Minister of Finance regarding the maintenance of the tax revenue and expense ledger.

Flat-Rate Tax on Recorded Revenues

The simplest form of accounting, which only captures revenues from economic activity, is the flat-rate tax on recorded revenues, conducted according to the template provided in the regulation of the Minister of Finance regarding the maintenance of revenue records and the list of fixed assets and intangible assets.

Entries in the register should be made in chronological order, no later than the 20th day of each month for the previous month.

The tax base for flat-rate tax on recorded revenues is the revenue earned after deducting eligible deductions. Flat-rate tax can be beneficial for entrepreneurs who do not incur high expenses related to their business activities - in tax settlement, it does not include the costs of generating revenue. Tax rates depend on the type of business conducted and range from 2% to even 17%.

The following entities can choose taxation under the flat-rate tax on recorded revenues:

  • Individuals earning income from business activities,
  • Enterprises by inheritance,
  • Civil partnerships where the only partners are natural persons,
  • Civil partnerships of natural persons and enterprises by inheritance,
  • General partnerships where the only partners are natural persons, whose revenues in the previous tax year did not exceed the limit of 2 million euros.

Entrepreneurs who cannot benefit from the flat-rate tax are those who:

  • pay tax in the same year in the form of a tax card,
  • benefit from periodic income tax exemption,
  • run pharmacies,
  • run currency exchange offices,
  • are engaged in trading in parts and accessories for mechanical vehicles.

FINALAB

HR and payroll

HR and payroll

Employing a new employee is a process that requires the employer to fulfill various tasks, such as organizing occupational health and safety training or preparing the workplace. After hiring, the employer is not only obligated to calculate and timely pay wages but also to maintain and store employee documents in accordance with applicable legal regulations.

Outsourcing the responsibilities associated with employing a worker to an external company allows focusing on business operations while ensuring professional and continuous support from qualified specialists.

Establishing your own human resources and payroll department in a company often proves to be costly and sometimes not cost-effective. So, it would be worth considering using the help of an external, professional accounting office.

As part of payroll and personnel management services, we offer:

  • Establishment and maintenance of employee records
  • Verification and completion of employee records after the commencement of cooperation
  • Monitoring medical examinations, occupational health and safety training
  • Calculation of salaries, preparation of payroll lists for employees, and processing salary transfers
  • Handling civil law contracts
  • Registration and deregistration of employees with the Social Security Institution (ZUS)
  • Preparation and electronic submission of ZUS settlement declarations
  • Preparation of ZUS RMUA reports for employees
  • Calculation of advance payments for personal income tax (PIT)
  • Preparation of tax declarations PIT-4R, PIT-8AR, PIT-11, PIT-40, UZS IWA
  • Preparation of annual income statements for employees (PIT-11, PIT-8B)
  • Preparation of certificates of earnings and employment (including Rp-7 form)
  • Preparation of employment contracts, civil law contracts, and work certificates
  • Recovering arrears in social security contributions
  • Preparing documents for the commencement or termination of employment (agreements, dismissals)
  • Maintaining records of vacations, determining the duration and limits of vacations
  • Managing employee sick leaves, vacations, and other absences on behalf of the client
  • Representation before ZUS (Social Security Institution), PIP (State Labour Inspectorate), PFRON (State Fund for Rehabilitation of Disabled Persons), US (Tax Office), and UP (Labour Office)
  • Issuing certificates of employment, earnings, or for enforcement purposes
  • Preparation of reports for the Central Statistical Office (GUS)

FINALAB

Accounting for a sole proprietorship

Accounting for a sole proprietorship

Maintaining accounting records is an obligation for every entrepreneur, regardless of the size of the business – whether it's a large corporation or a small one-person company. The same applies to individuals running a sole proprietorship. It is worth gaining information about various forms of accounting and using the services of an accounting office already at the stage of setting up the company. Decisions regarding these formalities should be made when submitting the registration application. The good news is that FinaLab accounting office also offers accounting services for individuals running their own business. We cordially invite you to familiarize yourself with our offer and to contact us.

Fewer and fewer sole proprietors are opting to manage their accounting independently. Instead, self-employed individuals increasingly appreciate the benefits of professional accounting services. In the early stages of business development, when transactions are few and relatively simple, less experienced entrepreneurs may still encounter some difficulties. When choosing accounting services for a sole proprietorship, you can expect:

Assurance that all invoices, documents, and formalities are completed in accordance with current tax regulations, regardless of their complexity or number.

Timeliness in service delivery, which can sometimes be challenging to maintain when simultaneously handling other duties related to running the business.

Professional support and substantive assistance available both in-person and remotely, via email or phone.

Up-to-date knowledge of current tax and financial regulations.

Individuals running a sole proprietorship, also known as "JDG," most often opt for simplified accounting, and here are two possibilities to consider:

Flat-Rate Tax on Recorded Revenues

Tax Revenue and Expense Ledger (KPiR)

Many countries require companies to maintain full accounting under specific standards and legal regulations. Maintaining full accounting helps to avoid the consequences associated with non-compliance with the law.

Cost tracking

Full accounting allows for precise tracking of all operational costs, enabling the identification of areas where savings can be made or expenditures optimized.

Good management

Accurate financial reporting facilitates making informed business decisions. Working with solid data makes financial management more effective.

FINALAB

Business Intelligence

Business Intelligence

We offer comprehensive support for Business Intelligence solutions along with data visualization on platforms such as MS Power BI, Tableau.

We tailor our support and range of services to the individual needs of our clients.

We ensure smooth communication. Our projects are implemented using Agile methodology, which allows us to maintain a higher level of flexibility in the implementation process.

For more information visit: https://finalab.co/

Preparing reports

Preparing reports is the art of capturing the essence of data and presenting it clearly. The transformation into a data-driven organization begins with building the first report. We will create reports tailored to your needs based on your data.

Data visualizations and management dashboards

We transform abstract numerical data into intuitive and easy-to-understand visuals. We prepare management dashboards based on defined KPIs, which are crucial for drawing conclusions, making decisions, and planning for the future

Trainings

Excel, Power BI, or Tableau are excellent tools for performing quick ad-hoc analyses. With our training, you will prepare your employees to enter the world of data visualization and create their own reports.

FINALAB

Foundations and Associations

Foundations and associations

Within the scope of offering full accounting services for foundations and associations, we provide: 

  • identification of record-keeping and reporting obligations
  • maintenance of accounting books
  • preparation of a chart of accounts
  • preparation of accounting policies
  • handling accounts payable and receivable
  • maintaining records of fixed assets and intangible assets
  • preparing and filing annual and periodic tax returns
  • preparing financial statements (balance sheet, profit and loss statement, additional information)
  • assistance in posting the substantive report of the public benefit organization on the Ministry of Family, Labour, and Social Policy's website.
  • preparation of additional reports
  • preparing necessary management reports for the Board of Directors and Supervisory Board
  • representation before tax authorities and the Social Insurance Institution (ZUS)
  • maintaining VAT registers
  • settling grants

Offering simplified revenue and expense records (UEPiK) for foundations and associations includes managing:

  • summaries of revenues and expenses
  • cash flow statements
  • employee income statements
  • schedule of fixed assets and intangible assets
  • preparing and filing tax returns

Offer

  • hello@finalab.pl
  • +48 728 504 911
  • ul. Domaniewska 37, 02-672 Warszawa

FinaLab Sp. z o.o. 

ul. Domaniewska 37

02-672 Warszawa

KRS 0001116005

NIP 5214077155

REGON 529144749

Contact us