Zones and taxes

Tax settlement under SEZ / PSI

Our approach

We focus on a practical, business-oriented approach – combining tax expertise with a deep understanding of investment realities within SSE and PSI. We provide comprehensive support from analyzing the support decision, through ongoing settlements, to communication with tax authorities. Our goal is tax security and maximizing benefits for companies.

For whom?

Our support offer is addressed to enterprises operating in Special Economic Zones (SEZ) or based on a support decision under the Polish Investment Zone (PSI). Our services are available to both large manufacturing plants and dynamically growing industrial and technology companies implementing investments covered by public aid.

Entrepreneurs operating based on a zone permit / support decision face numerous challenges. We support them to ensure they fully benefit from operating within SEZ and PSI.
Tomasz Gałka Partner, tax advisor

Benefits

Thanks to our knowledge and experience, zone settlements become simpler, more predictable, and genuinely support company growth.

Optimized investments settlements

We help make the most of available tax exemptions, increasing the real financial benefits of investments.

Safe use of tax credits

We ensure that settlements comply with regulations and interpretations, minimizing the risk of disputes with tax authorities.

A strategic approach to investment planning

Our team combines competencies from two areas: taxation and public aid. This allows us to ensure tax security and strategic investment management – from the very first stages.

Services

We support safe and effective use of public aid in the form of income tax exemption, primarily through the following services:

Investment planning

We assist in planning investments and negotiating aid packages – feasible and adequate to the undertaken projects.

Tax advice on zone settlements

In particular, we assist with proper calculation of exempt income, allocation of revenues and costs to exempt activities. We prepare applications for tax interpretations regarding tax settlements within SEZ / PSI.

Advisory on calculation of used and available public aid

We verify the correctness of investment expenditure qualification, the process of discounting public aid, and the application of public aid accumulation rules with other forms of support.

Verification of correct transfer pricing application

We check the correctness of TP application in settlements between plants operating within and outside SEZ / PSI, as well as the determination of inter-plant settlement methods.

Reviews of zone / PSI settlements

We conduct reviews covering verification of zone relief settlements in terms of compliance with applicable regulations and effectiveness.

Representation in proceedings

We represent clients in tax and administrative court proceedings regarding tax settlements within SEZ / PSI.

Tax due diligence

We conduct tax due diligence prior to M&A transactions involving zone companies.

Reorganizations

We carry out reorganizations involving zone entrepreneurs, including complex processes of mergers, divisions, carve-outs of organized parts of enterprises, transfer of contracts or business functions.