Skip to content
Tax

Estonian CIT implementation in a Polish company

For companies that want to move to the lump-sum taxation of company income (ryczałt od dochodów spółek), known as Estonian CIT, and defer tax on profit reinvested in the business, with a documented assessment of the statutory conditions.

Fee
from 1 400 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

  • Analysis of whether the company meets the conditions for entering the lump-sum regime
  • Preparation of the ZAW-RD notification together with the required resolutions and documents
  • Explanation of the consequences of entry, including the opening adjustment and the obligations that apply during the regime
  • Support throughout the first period in which the company applies Estonian CIT

What the price does not include

  • Ongoing bookkeeping and tax settlements during the regime
  • An individual tax ruling confirming the treatment (a separate service, where we recommend one)
  • Disputes with the tax authority over settlements

What you receive

  • The company operating under Estonian CIT, with a memorandum describing how the entry conditions are met
  • Clarity on the obligations during the regime, including events that trigger tax without any profit distribution
How it works

How Estonian CIT works

Under Estonian CIT taxation of profit is deferred until it is distributed, yet tax also arises on hidden profits and on expenses unrelated to business activity, with no distribution at all. Four stages.

  1. Review of conditions

    We check whether the structure of the company and of its shareholders meets the conditions for entering the regime.

  2. Documents and ZAW-RD

    We prepare the ZAW-RD notification together with the resolutions and adjust the corporate documents.

  3. Filing

    We file the notification within the statutory deadline and settle the question of the opening adjustment.

  4. First period

    We support the company through the first period under the regime and explain the recurring obligations.

Who Estonian CIT suits

Estonian CIT, the lump-sum taxation of company income, defers tax until the moment profit reaches the shareholders. Reinvesting the funds the company has earned triggers no tax, yet the statute also taxes hidden profits and expenses unrelated to business activity, a loan to a shareholder among them, and tax then arises with no profit distribution at all. The regime works well in companies that are growing and want a simpler settlement, provided they meet every entry condition, including those on employment, the circle of shareholders, the revenue structure and a notification filed within the statutory deadline.

What the fee covers and what to watch for

We begin by checking whether the company meets the entry conditions, because those conditions decide whether Estonian CIT is available at all. We then prepare the ZAW-RD notification, the resolutions and the supporting documents, and set out the consequences of entry, including the opening adjustment. The fee does not cover ongoing bookkeeping during the regime, an individual tax ruling or a dispute with the tax authority. Where a ruling is advisable, we say so and price it separately.

Obligations during the regime

Entering the regime changes the rhythm of settlements rather than ending them. Hidden profits, expenses unrelated to business activity and distributions each carry their own consequences, so the company needs to recognise these events before they occur rather than after the books close. We describe them in the memorandum and stay available during the first period so that the treatment of borderline transactions is settled in advance.

What the fee depends on

  • Shareholder structure and fulfilment of the conditions relating to shareholders
  • The starting position of the company settlements and the need for an opening adjustment
  • Size and complexity of the company business

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.

Book a consultationContact us