BIZ PARTNER
    All case studies
    Case StudyEnergy · Accounting · Tax

    Accounting and tax outsourcing for Berksan in Poland

    Turkish engineering company Berksan is delivering a major project at the LOTOS refinery in Gdańsk. BIZ PARTNER provided full accounting, tax and legal support throughout the project.

    Client
    Berksan
    Industry
    Engineering
    Region
    Gdańsk, PL
    Site
    LOTOS refinery
    Period
    2023-2026
    200+
    foreign specialists
    15
    countries
    2023-2026
    engagement period
    4
    service streams
    LOTOS refinery in Gdańsk
    01 - Challenge

    How can a foreign engineering company build a stable operating model in Poland?

    This was the request from Berksan, a Turkish engineering firm involved in delivering a project at the LOTOS refinery in Gdańsk. To start operations in Poland, the company needed to quickly set up a correct financial and tax infrastructure, ensure compliance with Polish regulations and engage with state authorities.

    The project also involved deploying a significant number of foreign specialists. Onboarding around 200 engineers and workers from 15 countries was treated as a separate operational track requiring legal and administrative support. The client's primary need, however, remained accounting outsourcing, tax representation and ongoing advisory.

    02 - Solution

    A cross-functional BIZ PARTNER team delivered four service streams

    A team of accounting, tax and legal specialists was assembled to deliver the project.

    Full-cycle accounting outsourcing

    Full-cycle accounting outsourcing was delivered by BIZ PARTNER as end-to-end management of the finance and accounting system of Berksan's Polish branch. We set up bookkeeping in line with Polish standards, organised day-to-day accounting support, ran regular reporting to head office, and ensured all project transactions were recorded correctly.

    Document workflow automation was also introduced, speeding up processing of source documents and ensuring a single standard of financial information.

    This service model produced a stable and transparent accounting infrastructure that supported the branch's operations throughout 2023-2026.

    Tax representation and advisory

    Tax representation and advisory was a key element of Berksan's operating model in Poland. As a foreign entity, the company needed a local authorised representative to fully discharge its obligations toward the Polish tax administration.

    BIZ PARTNER took on this function, handling VAT registration, administering all related obligations, preparing and filing tax returns, and controlling the accuracy of tax calculations. The team also managed communications with tax authorities on all matters covered by Polish tax law.

    Ongoing tax advisory was provided throughout the project, covering operational matters, the structure of financial flows between the Polish branch and head office, cross-border intra-group transactions, and the specifics of taxing a foreign contractor's activity in Poland.

    Structuring legal presence in Poland

    Structuring Berksan's legal presence in Poland was the foundation for organising correct operational activity in the local market. The BIZ PARTNER team designed and implemented a legal model ensuring the client's formal presence in line with Polish and international law.

    Corporate documentation was drafted and formalised, the operational structure of the Polish branch was defined, and legal formalisation of activity in Poland was completed. Internal processes were also set up to ensure regulatory compliance, including in corporate governance and financial administration.

    The resulting structure ensured correct tax and accounting operation of Berksan in Poland and created a manageable basis for delivering a long-term engineering project at the LOTOS site.

    Support with employing foreign specialists

    Support with employing foreign specialists was split into a separate operational track ensuring compliance with Poland's immigration and labour requirements. BIZ PARTNER provided legal support for the employment of specialists involved in the LOTOS project.

    Work included preparing and reviewing documents for work permits, coordinating application procedures, monitoring statuses and liaising with the relevant authorities. We also handled the legal side of employment contracts and the mandatory registrations in state systems.

    The scale - around 200 specialists from 15 countries - required process unification, standard procedures and continuous coordination with immigration and administrative services. The approach made it possible to staff the project promptly in line with Polish law.

    About the site

    LOTOS refinery in Gdańsk

    One of the largest refining complexes in Poland - the subject of this case study.

    LOTOS refinery in Gdańsk - 1
    LOTOS refinery in Gdańsk - 2
    LOTOS refinery in Gdańsk - 3
    LOTOS refinery in Gdańsk - 4
    LOTOS refinery in Gdańsk - 5
    LOTOS refinery in Gdańsk - 6
    01One of the two largest refining complexes in Poland
    02Annual processing capacity exceeds 10 million tonnes of crude oil
    03High technological complexity (Nelson Index ~11)
    04Own seaport terminal in Gdańsk
    05Key facility in the country's fuel infrastructure
    06Now part of the Orlen group following integration
    03 - Result

    A stable operating platform for a long-term presence in Poland

    A stable operating model was put in place, enabling Berksan to operate effectively in Poland within the requirements of financial, tax and corporate regulation. The Polish branch received a clear financial administration system and standardised reporting procedures.

    The company's legal presence was structured to provide transparency of corporate processes and alignment with the group's international management model. Regulatory support for the employment of foreign staff was also delivered.

    The outcome is a complete operating platform that lets Berksan focus on engineering work at the LOTOS site, backed by a properly functioning financial, tax and legal infrastructure supported by BIZ PARTNER.

    Planning a similar project in Poland?

    We will help you design the accounting, tax and legal infrastructure that fits your business.

    Get in touch