Go-to-Poland

Poland is a big and attractive market for foreign direct investments.

With its large population and robust economy, Poland ranks among the top countries in the European Union. The country has made strategic investments in its transport infrastructure, cultivated a skilled and motivated workforce, and offers favourable business costs. These factors, combined with government incentives, make Poland an enticing destination for businesses (after “Made in Poland” report, May 2024, co-authored by ALTO).

Nevertheless, entering a foreign market might be challenging if not properly supported by local experts and advisors, as it requires addressing several administrative topics within a particular timeframe. Investors are losing time taking care of formal aspects of setting up a company instead of focusing on core activities and the genuine aim of entering the Polish market.

There are several advisors in Poland dealing with particular business areas, e.g. setting up the company, compliance, legal or tax advice etc. However, having different providers for various actions results in bearing significant costs and the need to spend extra time coordinating communication and all their activities.

In order to facilitate the process, ALTO has prepared a comprehensive Go-to-Poland service package with the full range of activities required to enter the Polish market. Our significant experience in serving foreign direct investors enabled us to create a unique offering that addresses the administrative and compliance needs of organizations of all sizes. And everything as a one-stop shop, under the roof of ALTO brand.

Below you may find details of our services, with specific description of our support and how it addresses different needs of organizations entering the new market and still functioning within global structures.

In case of any questions, do not hesitate to ask – our team is ready to respond to any questions you might have.

Our services

Ready-made limited liability company, registered in Poland.

The company:

is notarized and fully registered at the National Court Register (KRS)
has standard Articles of Association (AoA)
has a tax identification number
has Polish and EU VAT numbers
has a bank account opened
has a registered office in Warsaw
is fully compliant under Polish law with books of accounts kept in computerised form (in Enova system) in line with the Polish Accounting Act
is incorporated by ALTO and has no previous economic history.

We support in implementing changes in the AoA, such as name of the company, object of business activity, way of representing the company and filling in the motion to the National Court Register.

We can assist you in preparation of the CRBO declaration, obtaining an electronic signature and signing the CRBO declaration.

We offer registered address in Poland’s capital city, Warsaw, including handling of incoming and outgoing correspondence and optional limited use of meeting rooms is possible.

Comprehensive accounting and tax compliance services, adjusted to company’s needs, including:

Implementation, with setting up communication and co-operation process and procedures between ALTO and the Company, including preparation of the service calendar, agreeing ways to exchange documents and information, preparation of POA’s for tax filings
maintenance of computerised accounting records in Enova system, which is fully localized and regularly updated to recent accounting and tax legislation changes
preparation of monthly CIT advances together with information necessary to perform payment
preparation and submission of electronic VAT filing (including local SAF-T filing, ECSL filing, Intrastat reporting)
monthly / quarterly / annual reporting under Polish or international accounting standards
support in issuing invoices
preparation and signing of the annual statutory financial statements
preparation and filling of annual corporate income tax return (CIT8)
communication with tax authorities during tax proceedings
communication with auditors during statutory and group audits
support with other taxes, including WHT, PCC, TP, ORD-u if applicable
preparation of statistical (GUS) and Central Bank (NBP) reports

Annual services related to approving and submitting financial statements, including:

drafting / review of management board annual report
drafting shareholders decision on approving the financial documents
assisting in approval of annual accounts at the shareholders meeting
representing in submitting financial statements and other required documents to the repository of financial documents based on power of attorney granted
scheduling and coordinating calendar with legal activities, which shall be made in order to approve financial statement

We also support with corporate aspects of compliance, including:

advisory with respect to ad hoc issues, including calculation of dividend, interim dividend
assisting in corporate changes e.g. changes in the board, changes in Articles of Association

Comprehensive support in banking services from opening bank accounts, maintaining user access to payment processes.

Payment process services include:

Verification of the White List
Payment preparation (for example transfers under split payment mechanism and tax payments)
Verification of payment status
Confirmation of payments upon request
Bank statements download services

Contact with bank services include:

Support in opening bank accounts
Modification of bank account access rights (adding or deleting users)
Setting up payments’ authorization schemes
Exchange rate negotiations with banks
MT940 bank statement format set-up
Completing bank application forms
Other bank services

We offer wide range of legal & tax advisory services, including among others:

drafting and reviewing of employment contracts
drafting and reviewing of B2B documentation contract package
analysis of owner contract
preparation of internal regulations required by Polish labor law
comprehensive immigration services to both employer and foreigners, guiding through the process of legalization of work and stay of foreigners in Poland, including complex support in the application procedures for:
- work permits,
- residence permits,
- statements on entrusting work to a foreigner,
- registrations of EU citizens.
tax advisory services in the area of implementing flexible and efficient forms of remuneration for employees, contractors and key management staff tax advisory on the taxation and social security consequences related to incentive share plans (SOP, RSU, etc.) and other additional benefits provided by employer
assistance in preparing and filing applications to tax, social security and healthcare authorities for individual rulings

Comprehensive HR & Payroll services, adjusted to company’s needs, including:

Implementation, with setting up communication and co-operation process and procedures between ALTO and the Company, including preparation of the service calendar, agreeing on ways to exchange confidential documents and information in line with GDPR requirements, preparation of POAs for tax filings
maintenance of data in Enova system, which is fully localized and regularly updated to recent HR & payroll legislation changes
registration of the company to Social Security
calculation of remuneration in line with Polish legislation requirements
preparation of payroll records (payslips)
preparation and e-submission of monthly ZUS (Social Security), PIT (Personal Income Tax) and PFRON (State Fund for the Rehabilitation of the Disabled) returns
preparation of payment details for salaries, Social Security, taxes and other charges
registration / deregistration of employees and their family members for social and health insurance purposes (ZUS)
providing all necessary documentation for new hires for completion and assisting if needed
maintenance of personal files and employment-related documents
maintenance of records concerning employee leaves and absences
monitoring the validity of mandatory trainings and medical examinations
preparation and submission of annual payroll tax returns (PIT 4R), PFRON and ZUS on behalf of the Company and for employees (PIT 11, RMUA)
PPK (Mandatory Employee Pension Scheme) maintenance
management of benefit platforms like e.g. MYBenefit
preparation of ongoing reports for statistic (GUS) purposes
preparation of salary and employment certificates
assisting in inquiries from the Social Security, Tax Office, external auditors and other institutions
conducting payroll and tax audits
trainings and workshops on tax, social security, labor law and payroll topics

We offer complex support that helps your business navigate more complicated tax, social security and posting requirements to ensure the seamless transfer of your employees, helping them focus on their roles, including:

International Assignment & Remote Workers Services, related to among others:

- planning, structuring and costing
- tax residency and domicile analysis
- drafting and implementing internal polices and contracts
- arrival and departure tax and social security briefings with employees
- personal tax “shadow payroll” advice and services (split / modified payrolls)
- personal tax and labor law compliance services, including mandatory registrations, reporting notifications / declarations and annual home and host country tax returns preparation
- social security planning and compliance services
- application for the relevant social security certification
- advice on the “permanent establishment” risk associated with employees working remotely in different countries

Business Travellers / Commuters risk assessments

Support in all other areas required for employer in Poland, including:
support in selecting medical care, life insurance providers
medical care & life insurance implementation and maintenance
PPK (Employee Capital Plans) implementation

As an independent insurance broker, PROTECTO Brokers provides comprehensive support in covering risks specific under Polish law and consistent with business customs in Poland:

tenant and employer liability
penal fiscal (tax) and directors & officers’ liability
professional and general company liability
property and car (fleet) insurance
cyber risks
group life & health and medical care programs

In case you require more advanced set up, we can support you with:

legal form selection optimal for your business in Poland
legal & tax structuring
Transfer Pricing advisory (compliance, benchmark, local files)
R&D benefits
IP rights
GDPR
trademark registry at the Polish Patent Office
CIT/WHT/VAT advisory

We help clients both take the first steps in implementing and reporting ESG measures, as well as develop and continue those already undertaken.

Our services cover areas such as:

ESG strategies
ESG reporting (GRI Standards, CSRD / ESRS, TCFD, TNFD, SASB etc.)
ESG due diligence, including readiness assessment for reporting under CSRD, ESRS and SFDR
ESG hotline and ongoing support
Climate action and decarbonization (including calculating GHG footprint)
Green / sustainable financing
Circular economy
Taxonomy disclosures
ESG education, communication and promotion

It should also be noted that depending on the business profile your company may face different local obligations resulting from environmental legislation. ALTO is ready to support you with i.a. BDO registration, Single Use Plastic tax – advisory and compliance, sugar tax – advisory and compliance, CBAM compliance and reporting, as well as other regulations specific for a given type of goods and transactions involved.

If clients need support in office or recruitment advisory, we recommend our trusted partners they can collaborate with.

Does any of the above sound like an issue, you may need support with? If so, do not hesitate to contact us!

Download our brochure here: