Frequently Asked Questions
We have compiled answers to the most frequently asked questions. They are brief, specific and designed to clear up any doubts. Because we believe that good cooperation begins with clear communication.
What languages are supported by Badesta?
We provide our services in Polish, English, and Spanish.
What accounting systems do you use?
We use Comarch ERP Optima, Saldeo, SAP Business One, Navireo, Dynamics 365 Business Central, A5400, Enova, Navireo and others – according Client’s needs.
Does every Client have their own account manager at Badesta?
Yes, each Client works with one accounting expert and two HR and payroll experts who are thoroughly familiar with the specifics and needs of the company.
Can I purchase only tax advisory services from Badesta?
No. Tax advisory services are only provided to Clients who use our accounting services.
How is cooperation and document transfer managed at Badesta?
We established a ‘zero paper’ policy – all documentation is exchanged electronically.
Does Badesta use document circulation systems in cooperation with its Clients?
Yes, the main system is Saldeo, but we also use Taxxo, Ebi24 and other systems selected by Clients.
Does Badesta provide its Clients with an invoicing system?
Yes, Clients without their own invoicing systems can use our system.
Can I have a high-touch and tax consulting services?
Yes, licensed tax advisory services are included in the price of the accounting service.
Do you have civil liability insurance and for what amount?
Yes, we have civil liability insurance for PLN 3 million.
Does Badesta operates remotely or on-site?
Our office is located in Warsaw (at Babka Tower), but we provide services to Clients from all over Poland 100% remotely.
Can I transfer my accounting during the year?
Yes, we accept Clients throughout the year. We have proven procedures in place to accommodate this process without much involvement on your side.
Does Badesta clear arrears from before signing the cooperation contact?
Yes, one of the reasons for changing accounting firms is dissatisfaction with the quality of books, and we solve this problem.
Do you provide data security?
Yes, we have implemented and continuously maintain ISO/IEC 27001, Information Security Management System.
How much are accounting services?
We use fixed rates that provide security for both parties, depending on the size of the Client organisation and the scope of services. How we set our prices can be found in the Quotation tab.
What services do you provide?
Detailed information about our services can be found in the Offer tab.
Is Badesta Accounting a Polish company?
Yes, we are a company with 100% Polish capital.
What system do you use?
Our primary and preferred accounting, HR and payroll system is Comarch Optima. However, we also work with other systems specified by the Client.
Do you provide services in English?
Yes, we can provide services in English.
Do you provide services to Estonian CIT taxpayers?
Yes, our Clients include Estonian CIT taxpayers. As part of our advisers’ work, we also discuss with Clients the possibility and feasibility of switching to this form of taxation.
Do you accept new Clients during the year?
Yes, we can start cooperation during the year.
How can I send you accounting documents?
We now only accept documents in electronic form. In most cases, we upload sales data in JPK files. We provide our Clients with the Saldeo system for the circulation of expense and purchase documents. We download bank statements in MT940 format or as .csv (+.pdf) files.
Do I need Saldeo?
Saldeo is a great link between the accountant and the Client. Clients upload their expense/purchase documents with relevant descriptions/annotations. With Saldeo, they can also create bank transfer lists, filter and search for documents. If necessary, we can provide invoicing in Saldeo. Once KSeF system comes into full effect, we will download expense/purchase documents to Saldeo for the Client’s verification and approval (or rejection). When the obligation to annotate bank transfers with a KSeF ID comes into force, the ability to create transfer lists from Saldeo to the bank will be even more convenient.
What if the company exceeds the document/workload limits specified in the contract?
If the limits of agreed tasks are exceeded, we monitor the situation for three months to check whether it is permanent or just a one-off case. In consultation with the Client, we check whether we can jointly introduce any changes that would increase the performance on both sides. If our staff does indeed need to increase their workload and commitment (which is usually due to the Client’s growth or us taking on additional duties), we negotiate a new monthly fixed rate on a win-win basis.
Do you provide services to companies during audits by certified auditors?
Yes, we also provide services to companies that are required (or choose) to be audited by certified auditors.
I have my own desktop licence for the Comarch Optima accounting module (or in the cloud) and two persons in the finance and accounting department. Do you provide chief accountant services?
Yes, we can perform the role of chief accountant within a scope to be agreed, i.e. verification of validity of internal data entry/posting, closing accounting periods, preparing/ submitting tax settlements/ declarations, and producing financial statements.
Are there any additional fees beyond the agreed monthly rate?
We issue 13 invoices per year – an additional fee is charged for closing the year, preparing personal tax assessments (PIT-11) and financial statements. We also charge a fee for preparing the interim financial statement (closing the books for the purposes of transformation, opening/closing liquidation). If additional tasks are required, such as correcting previous periods (prior to our cooperation), due diligence services, etc., the fee is agreed case-by-case, based on an hourly rate.
Do you monitor tax threshold, reporting obligations, etc.?
Yes, we monitor our Clients’ situations on an ongoing basis. As part of our tax advisory (compliance) services, we conduct several dozen internal audits of the companies throughout the year with respect to different matters. We take into account, for example, the obligation to register the turnover using the cash registers, the possibility of exceeding the small business taxpayer threshold, the obligation to report to the National Bank of Poland, related entities, etc.