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Tax

Tax reliefs review (IP Box, R&D relief, robotisation relief)

For companies running research, development or software activities and for businesses investing in modern technology, which want to identify unused tax preferences and assess the risk attached to the reliefs they already apply.

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

  • Audit of the tax preferences currently applied (IP Box, R&D relief, robotisation relief and others present in the business)
  • Identification of areas where a relief could be applied but is not
  • Risk analysis of incorrect application and review of the conditions each relief requires
  • Recommendations on documenting the reliefs correctly and on the residual risk

What the price does not include

  • Ongoing tax reporting and returns (handled with your accounting firm)
  • A protective opinion under the general anti-avoidance rule and an individual tax ruling (priced separately)
  • Representation before the tax authorities in control proceedings

What you receive

  • A review of the applicable reliefs with an estimate of the savings potential
  • A risk map and documentation recommendations required for correct application
How it works

How the tax reliefs review works

The review shows which reliefs are already in place, where they are missing and where the risk sits. Three steps.

  1. Gathering the materials

    We examine the business structure, the costs, the investments and the documentation of the reliefs applied so far.

  2. Applicability analysis

    We verify the conditions under which each relief may be applied and identify further opportunities.

  3. Risk map and recommendations

    We deliver a report with recommendations on documentation and an assessment of the residual risk.

Who the tax reliefs review is for

The review makes sense for companies growing in areas where tax reliefs can change the tax burden considerably, such as research, innovation and technology. In practice the reliefs are often applied only in part, or a more conservative approach is taken instead. The audit identifies those gaps, verifies the conditions of correct application and indicates what is worth changing, so that the preferences are used correctly and effectively.

The risk of applying a relief incorrectly

Every relief comes with conditions set out in the tax legislation. Where doubts arise as to whether those conditions are met, a tax control may question the settlements made so far and call for corrections. A review therefore covers not only the opportunities, but also the assessment of compliance with what the authorities expect and the recommendations on the documentation required. The risk analysis allows an informed decision on whether, and how, to apply a given relief in the future.

Price and scope

The fee starts from EUR 1400 net and covers, as an example, a review of one or two reliefs, such as the R&D relief or IP Box, for a single company. A larger number of reliefs, a complex cost structure or a deeper comparison with the practice of the tax authorities raises the price, and we confirm the fee before the work starts.

What the fee depends on

  • Number and type of the reliefs applied or considered
  • Complexity of the business model and of the cost structure
  • Depth of the comparison with the practice of the tax authorities

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