Financial statements – the balance sheet and reporting for your company
An annual financial statement is an obligation of every company keeping full accounting. It must be prepared accurately, in accordance with the Accounting Act, signed by the head of the entity and filed with the relevant registers. TAX NINJA prepares, verifies and files your statements for you – on time and error-free.
Preparation stages
Closing the books
We review and close the accounting books for the financial year.
Preparation
We prepare the balance sheet, the profit and loss account (RZiS) and the additional notes.
Filing
We generate the e-Statement and file it with the KRS/KAS.
What does a financial statement contain?
- Balance sheet – a statement of assets and liabilities as at the balance-sheet date
- Profit and loss account (RZiS) – the financial results for the financial year
- Additional notes – explanations of the figures
- Cash flow statement (required for a full audit)
- Statement of changes in equity
What obligations do companies have?
A limited liability company (sp. z o.o.) and other entities required to keep full accounting must:
- Close the financial year and prepare the statement within 3 months of the year-end
- Have the statement approved by the shareholders' meeting (within 6 months of the year-end)
- File the statement with the Ministry of Finance Financial Documents Repository
- File the approval resolution and the profit-distribution resolution with the KRS
Statements for non-governmental organisations (NGOs)
Foundations and associations have separate reporting requirements – both financial (to the US, the tax office) and substantive (to the Ministry of Family, Labour and Social Policy or the supervising authority). TAX NINJA has experience serving NGOs and understands the specifics of their reporting.
What do we do for you?
- We prepare a complete financial statement compliant with the Accounting Act (UoR)
- We prepare the documents for approval by the shareholders' meeting
- We file the statement electronically with the RDF and the KRS via the e-KRS system
- We archive the documents for the required period of 5 years
Porozmawiajmy? Skontaktuj się z naszym zespołem.
Jeśli masz pytania, chętnie pomożemy.
