The social benefits fund is an important way of supporting employees and helps build good relations in the workplace. An increasingly wide range of social services can lead to the creation of interesting and tailored social programmes, positively impacting the quality of life of employees.

For our clients:

• We prepare regulations for the social benefits fund and agreements for joint social activity.
• We help properly start and cease social activity.
• We assess cafeteria programmes in terms of the possibility of spending social fund resources on them.
• We assess the tax consequences of benefits spent on social purposes.
• We conduct audits of spending the social benefits fund resources.
• We support clients in the division of fund resources.
• We conduct talks with the social side regarding the agreement on the social benefits fund regulations and the method of awarding specific benefits.
• We advise and represent clients in matters involving the Social Insurance Institution (ZUS) regarding the company’s social benefits fund.

Recently, we carried out the following interesting projects:

• Liquidating joint social activity of several companies within a group, preparing necessary documents and solutions regarding unpaid housing loans, preparing documentation and solutions on each of the companies forming the group continuing their individual social activities.
• Supporting a client in shaping a cafeteria programme so that the benefits could be considered as forms of social activity under the law.
• Preparing an opinion on various types of monetary contributions to the social benefits fund account in the context of their recognition as an employer’s expense.
• Representing a client in over 600 court cases against ZUS, which was demanding that benefits granted to employees from the social benefits fund be subject to social insurance contributions (we won in all the cases).