Tax audit and planning

How we recover money from your old invoices

Since September 2016, at Horyzont Finansowy we have analyzed documents of 483 companies from the Łódź region. Most entrepreneurs overpay taxes because the law changes almost every month. In 2023 alone, offices issued 1,138 new interpretations of regulations. We check your accounting up to 36 months back. We look for specific amounts that can be recovered from overpaid VAT or incorrectly calculated CIT. According to the letter of the law, these funds should work for your development, not sit in the office.

Simply put: your accountant makes sure the papers match, and we look for savings. We focus on EU reliefs, such as IP Box or robotization relief. In the first quarter of 2024, we recovered a total of 2.47 million PLN for our clients. We count every penny because we know that in business, it's the hard result at the end of the month that counts, not pretty graphs in a presentation. If we don't find room for optimization, we'll tell you straight during the first analysis.

Specific actions as part of the audit

• Verification of ZUS accident insurance contributions (errors occur in 14% of cases).
• Checking fixed asset classification for 18 different industries.
• Analysis of VAT deductions on vehicles and fuel according to CJEU judgments.
• Implementing R&D relief, which allows for deducting up to 200% of personnel costs from tax.

We usually close the entire audit process in 17 business days. We don't take your time unnecessarily. We work mainly on SAF-T (JPK) files and digital copies of contracts. The first consultation lasts exactly 42 minutes. In this time, we assess if your business qualifies for a deeper analysis. If we see potential for a refund of 9,200 PLN or more, we prepare a full report with a plan for implementing changes. Concrete results, not promises.

Perhaps you think that an audit will attract a tax audit to you. It's quite the opposite. Our actions organize the documentation so that it becomes resistant to questions from the tax office. In 2023, our clients went through 27 audits and each ended with a positive result. We know how to talk to officials so they defend your interest, not look for flaws. Heads-up: regulations on innovation reliefs change already in July, so it's worth checking the papers before the holidays.

P.S. For one of our clients, a printing shop owner in Pabianice, we found a 41,200 PLN overpayment in real estate tax alone. All it took was correcting one error in the production hall's square footage that had persisted since 2019.