Tax reliefs and exemptions – cost optimization and support for innovation and investment
Polish taxpayers can take advantage of a range of tax reliefs that reduce their fiscal burden.
These reliefs are particularly attractive to companies expanding their operations and implementing innovation and research and development projects.
We help companies effectively utilize available tax relief and exemptions to reduce their tax burden and increase their competitiveness. We support them at every stage of the process—from analyzing opportunities, through preparing the necessary documentation, to implementing strategies and reporting.
Tax breaks in Poland
Enterprises conducting research and development work may benefit from an additional deduction of eligible costs from the tax base.
The IP Box relief allows the application of a 5% CIT or PIT rate for income derived from qualified intellectual property rights.
Companies making new investments or expanding their operations may benefit from income tax exemption under certain conditions.
Companies investing in the automation of production processes can take advantage of an additional deduction for costs incurred for the purchase and implementation of industrial robots. This relief allows for an additional 50% deduction of eligible costs from the tax base. The relief covers costs incurred on robotization between 2022 and 2026. We assist in analyzing the business for the relief, identifying eligible expenses, classifying the device as an industrial robot, preparing the necessary documentation, and preparing applications for individual tax rulings.
The growth tax relief allows for additional deductions for costs incurred for market expansion. This includes participation in trade fairs, promotional and informational activities, and adapting product packaging to customer requirements. We support you in assessing which activities qualify for the relief, calculating potential tax benefits, and preparing the required documentation. We also assist with ongoing tax support related to implementing the relief.
Companies conducting research and development activities that cannot fully utilize the R&D tax relief due to a loss or insufficient income can take advantage of a tax preference that allows for a reduction in income tax advances on the salaries of employees engaged in R&D activities. We support companies in identifying eligible employees, implementing time tracking systems, calculating potential benefits, and preparing documentation compliant with tax authority requirements. We also assist in safely implementing the relief mechanism in current settlements and interpreting regulations whose application may raise questions in practice.
Who can benefit from the relief?
- Companies carrying out research and development or innovation projects,
- taxpayers generating income from intellectual property (e.g. IP Box),
- companies investing in automation, robotization or market expansion,
- investors using the Polish Investment Zone or employing innovative employees.
Tax reliefs and exemptions
Tax relief offers not only the opportunity to reduce tax liabilities but also requires appropriate formal preparation. Our goal is to ensure tax security and maximize available benefits.
We provide ongoing support in interpreting regulations and resolving current problems related to tax relief.
We identify applicable tax reliefs depending on the specific nature of your business and the direction of your company’s development.
We prepare lists of eligible expenses in the context of a given tax relief. We also support the process of collecting accounting data and assessing its validity for inclusion in the calculation.
We assist in developing instructions and rules for cost eligibility, work time recording, and documentation processes that meet the requirements of tax laws and the expectations of tax authorities.
We support you in obtaining individual tax interpretations that protect your business against the risk of unfavorable decisions by tax authorities.
We conduct documentary audits and help adapt existing practices to changing regulations and case law.
We represent clients during tax audits and disputes before tax authorities and administrative courts.
We provide dedicated training for accounting, controlling, and human resources departments to facilitate the proper implementation of tax relief and procedures within the organization.
Why is it worth working with us?
Effective identification of discount opportunities
We analyze company operations and identify real benefits resulting from available tax preferences.
Safe
implementation
of reliefs
We assist in preparing documentation that complies with the requirements of tax authorities, minimizing the risk of preferences being challenged.
Maximizing
tax
savings
We develop a strategy that allows you to effectively use available exemptions and deductions.
Comprehensive
support
at every stage
From qualification verification to ongoing advice and preparation of necessary reports.
Contact us to talk about cooperation
Contact
59 Złota Street Skylight Building, 14th Floor 00-120 Warsaw, Poland
