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Tax

Application for an advance pricing agreement (APA)

For businesses carrying out transactions with related entities who want to secure the agreed pricing through an advance agreement with the tax authority.

Fee
from 3 500 EUR net
Prices are net, in EUR. VAT depends on your status and place of establishment.

You can order this service directly, without a prior consultation. We confirm the scope and the fee before we start.

Request a quote Book a consultation first
A consultation is optional. To discuss your matter with a lawyer first, you can book a consultation for PLN 600 net + VAT. If you then order the work, its cost is credited against the project fee.

Before we start, we agree and confirm the scope and the fee. The price is indicative and does not constitute an offer within the meaning of the Polish Civil Code.

What it includes

  • Preparation of the business rationale for the controlled transaction
  • Market analysis and price benchmarking
  • Drafting of the complete application for an advance pricing agreement (APA)
  • Support with correspondence with the tax authority
  • Coordination of the procedure until the agreement is issued

What the price does not include

  • The administrative fee for filing the application (an external cost)
  • Representation in proceedings before an administrative court
  • Price analysis for controlled transactions other than the one covered by the application

What you receive

  • A complete APA application matched to the requirements of the tax authority
  • Legal support throughout the procedure until the agreement is obtained
How it works

How work on an APA application proceeds

An advance pricing agreement is a procedure that confirms the pricing of a controlled transaction with the authority in advance. Five stages.

  1. Transaction analysis

    We assess the functions, the risks and the economically relevant conditions of the controlled transaction.

  2. Comparability studies

    We carry out market analysis and price benchmarking to establish the transfer pricing range.

  3. Business rationale

    We prepare a detailed business and economic justification of the pricing adopted.

  4. Application

    We draft the full APA application covering all the elements required.

  5. Procedure with the authority

    We coordinate the filing and maintain communication with the tax authority until the agreement is issued.

What an advance pricing agreement covers

An advance pricing agreement concerns the pricing of a transaction between related entities. Rather than defending that pricing years later in an audit, the company presents the transaction, its functions and risks and the method of setting the price to the tax authority in advance, and the agreement records the accepted approach for the period it covers. The engagement is built around the transaction identified in the application, which keeps the analysis and the benchmarking within a defined scope.

What the work is based on

The starting point is the description of the transaction with the related entity and its business rationale, together with the contracts, the settlements and the economic data. We also need information on the parties and on the period the agreement is to cover. Where the documentation leaves gaps, we raise follow-up questions before the application is finalised, because the value of the agreement depends on the facts presented being complete and accurate.

Scope and fee

The price is quoted from EUR 3500 net. It depends on the complexity of the transaction, on the number of years covered, on the scope of the comparability analyses and on how long the procedure with the authority takes. The administrative filing fee is an external cost and is not included. Proceedings before an administrative court, and analyses of controlled transactions other than the one covered by the application, require a separate engagement. The conclusions follow from the facts established and the applicable rules, so the engagement does not guarantee the position the authority will take.

What the fee depends on

  • Complexity of the transaction and of its underlying economics
  • Number of years to be covered by the agreement
  • Scope of the comparability analyses required
  • Time the procedure with the tax authority takes

We agree the fee individually, at an hourly rate or as a flat fee, and confirm it before we start.

Request a quote

To order this service, describe your matter. A consultation is not required. We confirm the scope and the fee before we start.

Information you share in connection with legal assistance is covered by the professional secrecy of advocates and attorneys-at-law under Polish law.

How to start

You can order this service directly or book a consultation first. A consultation is not required to order the service.

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