Tax transformation & Experienced Compliance Tax Team

Tax transformation & Experienced Compliance Tax Team

In today’s fast-paced business environment, effective tax management requires more than just easy compliance focused on submission of some data. The increasing automation of processes, generational shifts in the workforce, and the ever-evolving nature of tax regulations that combine both tax and business perspective present significant challenges. Organizations must adapt by consciously building tax teams that are not only skilled but also agile and future-ready. 

Challenges in tax compliance and management: 

• Automation and technology: As automation becomes more prevalent, internal experts responsible for tax reportings and tax filings must be adept at using new tools and technologies to streamline processes. This requires a shift from traditional manual tasks to more strategic oversight roles. 

• Generational transition: With a new generation entering the workforce, there is a growing need to balance the experience of seasoned professionals with the fresh perspectives and tech-savvy skills of younger employees. 

• Constantly evolving knowledge: Tax regulations in Poland are continuously changing, making it essential for tax teams to stay updated and be able to quickly adapt to new rules and compliance requirements. 

CRIDO view on tax transformation of Compliance Tax Teams: 

We would be happy to discuss with you our ideas on how to help you build a strong, knowledgeable tax team that can effectively manage current challenges. Our approach is centered around creating a balanced team where technical tasks are automated, key areas of risks consulted with tax advisors or internal tax expert, part of task is insourced or outsourced with back-up option (depending on your needs). The aim is to create at your side an internal team that combines deep tax expertise with modern technological skills. Here’s how we can help: 

• Compliance Tax Team development: We assist you in consciously developing your tax team, including tax function’s talents, ensuring they have the right mix of skills and knowledge to handle both current and future challenges. We provide training and ongoing advisory support to keep your team up to date with the latest tax developments. We run workshops in a practical way, taking into account all needed aspects of the problems (including international VAT issues / differences compared to Polish law). Your team may use our educational platform on tax and law CRIDOTEKA to gather knowledge at any time. 

• Process automation and optimization: We work with you to identify areas where automation can enhance efficiency and accuracy in your tax processes. By standardizing and automating routine tasks, your team can focus on more strategic activities that add value to the organization. 

• Outsourcing / Insourcing / Support: To further reduce the burden on your in-house team, we offer the option to outsource specific functions, such as VAT compliance or WHT compliance. We also may consider how our experts may support your business bringing external knowledge into your organization. This allows your team to concentrate on core activities while we handle the more complex or time-consuming aspects. 

• Knowledge sharing to structure the effective and tax-safe processes: With extensive experience in working with various organizations, including SSCs, BPOs, and GBS, we bring a wealth of knowledge to the table. We have engaged in numerous discussions with tax professionals, business departments (sales, procurement, logistics, warehousing), and government authorities, making us well-equipped to support your team’s development. Our tax team encompass both tax experts as well internal auditor to check each issue from different sides. We will focus on auditing current processes connected with tax compliance activities (how they are placed taking into account tax authorities’ expectations, whether stakeholders feel the process work), discuss the areas that could be or needs to be improved, re-structure processes more efficiently taking into account expected law changes and automation possibilities. 

• Strategic partnership in tax discussions: At Crido, we don’t just support your tax team – we become your strategic partner in all tax-related discussions within your organization. We are aimed to offer insightful advice and guidance at every step. Whether you are reviewing tax policies, exploring new business opportunities, or considering structural changes, we stand by your side as a trusted advisor, ensuring that your tax strategy aligns with your broader business goals. 

Why choose CRIDO?

• Proven expertise: Our experience includes (i) shadowing, joint learning, back-up and reviewing of VAT reporting processes, incl. international VAT filings, (ii) running tax trainings and tax reviews aimed to improve tax processes, incl. VAT, CIT, WHT, SEZ, MDR, RET, (iii) building complex tax control management systems e.g. together with the first candidates for Poland’s Cooperative Compliance Program and engaging in ongoing discussions between participants and the Ministry of Finance, (iv) extensive experience in numerous automation processes and are eager to share our knowledge with you. 
• Support on business and tax sides: We have successfully completed numerous tax reporting and tax strategy projects and can provide valuable insights into building efficient tax processes tailored to the client’s specific needs. 

• Strategic partnership: By partnering with us, you gain access to a team of seasoned advisors who understand the complexities of tax management and can guide you through the transformation process. 

Let us help you build a future-ready tax team that can navigate the complexities of today’s tax environment with confidence and efficiency.