Accounting
How to switch your accounting office smoothly
Switching your accounting office sounds daunting, but with good preparation it is smooth and safe. The best moment is the start of a year or quarter — though you can move any time. Here is how to do it without gaps or stress.
When it is worth considering a switch
- Errors in filings or late returns.
- No contact and no answers to your questions.
- No reports or insight into your finances.
- Growth your office can no longer keep up with.
- A need for advice, not just bookkeeping.
How the handover works
A good office guides you through the whole process. In practice: you terminate the contract with your current office observing the notice period, we take over the documentation, open the books and reconcile balances as at the handover date, then update the powers of attorney (UPL-1) for the e-Tax Office and social security.
What to watch so nothing falls through
- Complete documents and access to the existing books.
- Agreed opening balances and settlements.
- Continuity of VAT, JPK and advance payments.
- Up-to-date powers of attorney.
- A clear split: what the old vs. the new office settles.
In short: you can switch offices any time, but it is cleanest at the start of a reporting period. With a good handover your business feels no interruption.
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