Simplified tax records

Simplified Tax Records for Small Businesses

Many entrepreneurs running sole proprietorships or small businesses do not need so-called full accounting. This does not mean, however, that tax obligations are less important – errors in records can lead to costly consequences. Therefore, it is worth entrusting them to specialists from ATF Accounting, who will ensure the reliability of settlements and indicate the most favorable solutions for the business.

Support ranges:

Maintaining a revenue and expense ledger and other simplified tax records.

VAT settlement, including the preparation and submission of relevant declarations and JPK files.

Income tax settlement, including the preparation and submission of relevant declarations and JPK files.

Preparation of reports for GUS, NBP, and other state or local government administration bodies.

Handling of inspections conducted by state administrative bodies.

Who are we addressing the simplified tax records support to?

For entrepreneurs who do not require so-called full accounting but want to be sure that their settlements are handled correctly. It is particularly suitable for individuals running smaller businesses or sole proprietorships.

Cooperation on simplified tax records is designed to ensure correct settlements with minimal involvement from the entrepreneur.

The process is simplified, but based on the same security and control standards that apply to full accounting services.

Step 1

Recognition of the form of business activity

Analysis of Selected Form of Taxation and Record-Keeping Obligations.
Gathering and transferring basic data through an implementation survey.

Step 2

Getting started

Determination of the scope of the register and settlement deadlines.
Verification in accordance with AML requirements and contract signing.
Providing document submission tools.

Step 3

Current tax settlements

Managing the Revenue and Expense Ledger (KPiR), lump-sum income tax, or other simplified tools.
VAT and income tax settlements.
Preparation and sending of declarations and JPK files.
Ongoing substantive support.

Step 4

Year-end tax closing and audits

Preparation of annual reports and declarations.
Implementing measures to mitigate the risk of similar conflicts in the future.
Preparing reports and statements required by donors.

Stop worrying about tax records with our support.

FAQ

We know that choosing an accounting firm is an important decision.

What exactly does accounting outsourcing involve?

Outsourcing accounting means we take over the responsibility for keeping your books, tax settlements, preparing financial statements, and payroll processing. You gain peace of mind and time to develop your business, while we ensure that all the duties transferred to us are carried out on time and in compliance with ever-changing legal regulations.

What are the benefits of using an accounting firm?

Working with us means: saving time and money, certainty that all settlements are processed on time and in accordance with applicable laws, data security, access to the knowledge and experience of experts who react to regulatory changes.

What documents do I need to prepare to start the collaboration?

The documents we request from Clients directly result from the questionnaire we provided and the implemented Client Onboarding and Offboarding procedure.

Can I change accounting firms mid-tax year?

We help you safely transfer your accounting at any time of the year. We handle document handover, make corrections, and ensure the process is seamless and compliant with regulations.

Do you also handle HR and payroll?

We provide full outsourcing of HR and payroll services: we prepare payrolls, settle ZUS and taxes, manage personnel files, and prepare PIT declarations for employees. We can completely replace the HR department in your company.

How long does an HR and payroll service implementation take?

Usually from a few weeks to 2-3 months depending on the number of employees and the complexity of payroll. We conduct the entire process so as not to disrupt the company's operations.

Do you represent clients before government agencies?

As part of our services, we represent our Clients before tax offices and the Social Insurance Institution (ZUS). We file declarations, respond to summons, and ensure the proper course of proceedings.

How much do accounting and HR services cost?

The price depends on many parameters that we ask about in the survey, e.g., the number of documents, the form of business, and the scope of services. We prepare an individual quote each time – transparent and tailored to the Client's needs.

How do you ensure data security?

By entrusting us with your accounting, you are entrusting us with sensitive financial and personal data. We understand the responsibility that comes with this, which is why we treat information security as a strategic pillar of our business.

Our IT environment is designed based on the principle of layered protection. We utilize advanced network security systems, constant infrastructure monitoring, and real-time threat detection mechanisms. This allows us to effectively minimize the risk of cyberattacks, unauthorized access, or data loss.

We store data on professional server systems with hardware redundancy, ensuring continuity of operation even in the event of individual component failure. Our infrastructure is based on solutions that guarantee high availability, stability, and rapid system recovery in emergency situations.

We regularly perform multi-level backups, which are also stored offsite. This approach provides additional protection in case of random events and allows for the quick restoration of full operational capability.

Only authorized employees have access to the data, and access rights are granted in accordance with the principle of least privilege. The procedures and security measures in place comply with applicable personal data protection requirements.

Thanks to the combination of modern technologies, proven procedures, and responsible risk management, we offer our clients not only reliable accounting services but also real information security.

Simplified tax records