Security of cooperation with our Customers is the basic motto for our office. We are fully aware of civil and penal liability in fiscal matters which we are burdened with over the period of 5 – and in practice 6 – calendar years.

Based on our experience and bearing in mind the mutual benefit and the comfort of Customer service, our office:

  • signs tax declarations on behalf of the Taxpayer,
  • submits the declarations and writs to tax offices, social security institution (ZUS) and other authorities electronically or by mail (registered letter always with the proof of receipt),,
  • makes copies of the entire correspondence to authorities and Customers,
  • implements own computer system, aimed at secure and accurate entering of data - System-VETO,
  • conducts an advanced process for keeping safety copies of data stored electronically on own and external servers.

Below I present the history of liability insurance held by tax advisor.

 

DATE FROM/TO UNDERWRITER POLICY NUMBER SUM INSURED
from 25.03.2004
to 24.03.2005
T.U. TRYG S.A.
A 0057862
10 000,00 EURO
from 25.03.2005
to 24.03.2006
T.U. TRYG S.A.
A 0062572
10 000,00 EURO
from 25.03.2006
to 24.03.2007
PZU S.A.
719-1-79/2006 10 000,00 EURO
from 25.03.2007
to 11.05.2008
PZU S.A.
719-1-79/2007 10 000,00 EURO
20 000,00 EURO trade books
from 12.05.2008
to 11.05.2009
PZU S.A
719-1-79/2008 10 000,00 EURO
20 000,00 EURO trade books
from 12.05.2009
to 31.12.2009
HDI Gerling
081109/DP/CEN/00535 125 000,00 zł
50 000,00 zł additional insurance trade books
from 01.01.2010
to 31.12.2010
HDI Gerling
091228/DP/CEN/04277 100 000,00 zł
100 000,00 zł additional insurance trade books
from 01.01.2011
to 31.12.2011
HDI Asekuracja
101208/DP/CEN/01586 150 000,00 zł
main (inc. trade books)
50 000,00 zł
additional
200 000,00 zł
Fiscal Offences insurance

 

The policies from HDI Gerling are taken out with the underwriter based on the General Conditions concluded by the National Chamber of Tax Advisers.

Details can be found here (in polish language).

At the same time I am pleased to inform, that to this day we have not used liability insurance.

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