Guide 7 of 7

Your documents and your accountant

Whether you need an accountant, what they need from you each month, what to keep and for how long, and how to hand it all over without the hunt.

14 articles, in orderabout 111 minutes in all

Hands sorting receipts and invoices into a cardboard document folder on a wooden table
  1. What documents should you send your accountant every month in Poland?

    Invoices, receipts, bank statements: what a Polish accountant needs each month, by which day, what KSeF already shows and what must still come from you.

    8 min readRead the article
  2. Do you need an accountant for a JDG in Poland?

    No law makes a sole trader in Poland hire an accountant. When doing it yourself works, when it is risky, what an app or an office costs, and what stays your job.

    8 min readRead the article
  3. How much does an accountant cost in Poland (including one who speaks English)?

    Typical 2026 monthly prices for a JDG and a sp. z o.o., the extra fees in the small print, English-speaking service, and what to put in the contract.

    8 min readRead the article
  4. Doing your own books as a sole trader on ryczałt: what it takes each month

    Doing your own books on ryczałt in 2026: the revenue register, two payments by the 20th, the extra VAT work, the PIT-28 and the yearly health reconciliation.

    8 min readRead the article
  5. Changing accountant in Poland: when to switch and what to hand over

    Switching accountant in Poland? When to leave, what the old office must hand back, which permissions to withdraw, and what to update within 7 days.

    8 min readRead the article
  6. How to organise invoices and receipts for a Polish business: a 10-minute weekly system

    One folder per month, file names you can read in a year, paper receipts kept safe, and a weekly check against the bank. A simple system for a Polish business.

    8 min readRead the article
  7. Month-end checklist for sole traders in Poland: 30 minutes a month

    Collect, check, send, pay, file: the five month-end jobs for a Polish sole trader, with every ZUS, tax and VAT date for the rest of 2026.

    8 min readRead the article
  8. How long must you keep invoices in Poland? (In practice, longer than 5 years)

    Not 5 years from the invoice date: they run from the end of the year the tax was due, so 2026 invoices stay until 31 December 2032. Plus KSeF, scans, closing.

    8 min readRead the article
  9. Receipt or invoice in Poland: which one you need (2026)

    Up to 450 PLN gross, a receipt (paragon fiskalny) with your NIP counts as an invoice in 2026. When to ask for an invoice, what counts as a cost, and the 2027 change.

    7 min readRead the article
  10. Lost an invoice or a receipt in Poland? How to get a duplicate

    Ask the seller for a duplikat, download KSeF invoices again yourself, and learn what a bank statement cannot prove. Plus what to do about lost receipts.

    7 min readRead the article
  11. KSeF won't collect your Google, Adobe and AWS invoices. Here's what still lands on you

    Google, Adobe and AWS invoices never reach KSeF; your invoices to foreign clients do. Where to download foreign invoices, which JPK marker, what your accountant needs.

    9 min readRead the article
  12. How to match your bank statement to your invoices and find missing documents

    Put your bank statement next to your invoices, give every line a reason, and find the missing documents before your accountant asks for them.

    8 min readRead the article
  13. The month package: how to send your accountant a whole month in one folder

    One button turns a month into a folder and a ZIP: invoices with readable names, bank statements and a summary. What is inside, and how to send it.

    8 min readRead the article
  14. A folder structure and file names your accountant will thank you for

    Year and month folders, side folders for the rest, and one naming pattern for every invoice, receipt and statement. Plus where to keep it all and how long.

    8 min readRead the article

Close every month without the hunt.

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