We keep hearing the same thing: "I'd switch offices, but I'm afraid something will get lost." The fear is understandable — documents and deadlines are at stake. Yet a well-planned transition is boring and safe, and your business partners won't even notice it.
When is the best time to switch
Formally, you can do it at any time. The most convenient moment is the end of a month or quarter, because settlements are then closed and there is a clear line of responsibility between the old and the new office. The turn of the year is the cleanest, but there is no point waiting for it if your current service is failing you today.
Step by step
- Check the agreement with your current office — the notice period and its form (usually 1 month).
- Choose a new office and agree the takeover date and scope of services.
- Give written notice to your current office.
- Grant powers of attorney to the new office (UPL-1 for the e-Tax Office, a ZUS power of attorney).
- Collect your documentation — books, VAT registers, records, employee files.
- The new office verifies the settlements it takes over and starts the ongoing service.
Which documents to hand over
- Books and records for the current year (plus comparative data from previous years).
- VAT registers and returns, JPK files.
- Fixed assets and equipment records.
- HR and payroll documentation, if you employ staff.
What about backlogs and errors
It happens that the previous office leaves behind overdue bookings or mistakes. In that case we first review the documentation, price the clean-up and only then move on to the ongoing service. Putting it off achieves nothing — backlogs grow together with interest, and tax audits have a habit of landing right in the middle of that mess.
How we do it
We take over the documentation from your previous office, cut the formalities down to signing powers of attorney and keep your settlements running without a single day's break. We start with a free quote. See what we do and write to us.