What our bookkeeping service covers
We run your accounts from start to finish. We keep the tax revenue and expense ledger up to date: every sales and purchase invoice, internal voucher and bank statement is posted, your VAT registers are maintained through the month, and we check that the set of documents is complete.
Each month we prepare and submit your JPK_V7 file, calculate VAT and work out your income-tax advance. After the year ends we prepare and file your annual return, so your reporting to the Tax Office is complete and consistent.
Who the KPiR is for
- You are taxed under the tax scale (12% and 32%) or the flat tax (19%).
- You run a sole proprietorship or a civil partnership of natural persons.
- Your net revenue for the previous year did not exceed 2,5 million euro — for 2026 that is 10 646 500 PLN.
- Above that threshold a business moves to full accounting books — which is why revenue is worth watching during the year.
Bookkeeping service
We provide a complete accounting service covering:
- keeping accounting and tax ledgers
- maintaining VAT records
- preparing tax returns
- preparing financial statements and summaries
- checking accounting documents
- ongoing support with tax settlements
We also keep:
- the register of fixed assets and intangible assets
- the equipment register
- calculating income-tax advances
- keeping the KPiR in the logical structure required from 2026
Deadlines and obligations
- The KPiR in electronic form, in the logical structure: from 1 January 2026 for taxpayers filing JPK_V7M monthly, from 2027 for the rest.
- JPK_PKPIR for 2026 — sent by 30 April 2027.
- The annual return, PIT-36 or PIT-36L — from 15 February to 30 April of the following year.
- Books and records are kept for five years, counted from the end of the year in which the tax payment deadline fell.
Legal status as of September 2026.
How we work together
01 First contact and taking over the books
We start with a short conversation about your business, choose the right form of bookkeeping and agree how documents will be handed over each month.
02 Documents & recording
You send us invoices and statements — by e-mail or in person. We check, sort and post every document into your ledgers and VAT registers.
03 Filings & payments
We prepare JPK_V7, calculate VAT and your income-tax advance, and send you clear payment amounts and deadlines well before they are due.
04 Reporting & contact
You receive regular summaries of your results and can reach us with questions all year round, not only at year-end.
What you gain
- Records kept in line with current regulations and filed on time, every month.
- Clear information on how much tax and ZUS to pay — and by when.
- One point of contact for bookkeeping, VAT and annual returns.
- More time to run your business, with less paperwork on your desk.
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1. Does Fortunka keep the books of limited companies?
Yes — we keep full accounting books for companies, and the KPiR and lump-sum records for sole traders. Full books are described on the
Commercial & tax ledgers page, and the lump sum on the
Lump-sum tax page.
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2. Can I work with Fortunka remotely?
Yes — we work with clients remotely across Poland. You send documents electronically, we keep in touch by phone and e-mail, and we file returns to the authorities electronically. A meeting at the office is possible but is not needed; the address is in the site footer.
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3. Do you handle JPK_V7 and VAT filings?
Yes. We maintain your VAT registers, prepare the JPK_V7 file and submit it within the statutory deadlines, together with your VAT settlement.
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4. Can you take over my bookkeeping from another office?
Of course. We help you collect the necessary documents, review the current state of your records and take over the accounts smoothly, usually from the start of a new month.
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5. Which languages can I settle my accounts in with Fortunka?
In Polish and in English; the site is available in seven languages: Polish, English, German, Italian, French, Ukrainian and Russian.
See also
Settling under the lump sum, keeping commercial books or needing the filings alone? See Lump-sum tax, Commercial & tax ledgers and Tax Office & ZUS settlements. Staff records are covered by Payroll & HR, and employing foreign staff by Services for foreign nationals.
