Sole-trader accounting, from invoice to tax report
Set your business tax regime and VAT status. Connect invoices, expenses and transactions to KPiR or a revenue register and your PIT and ZUS calculations.
Explore an illustrative Norman workflow.
For sole traders
From everyday work to organised records. See how the workflow connects.
KPiR or a revenue register
Use the books appropriate to progressive tax, flat tax or lump-sum taxation. Review transaction dates and classification before closing a period.
PIT and ZUS
Complete tax, relief and contribution settings. Review calculations and the files and submission instructions available for each report.
VAT matched to your profile
As an active VAT taxpayer, review the VAT register and JPK_V7. An exempt business uses the appropriate treatment on invoices and transactions.
Books matched to your sole trader business
Choose the tax regime in your company profile. Invoicing, banking and documents stay in the same workspace.
| In Norman | What you review | |
|---|---|---|
| Progressive or flat tax | KPiR: revenue and expenses. | Review expense classification and PIT data. |
| Lump-sum tax | Revenue register by tax rate. | Assign the correct rate to revenue. |
| VAT status | A separate company setting. | Review current VAT status and VAT history. |
Good to know
Are all declarations submitted in the same way?
No. Methods and required details depend on the report. Check the available submission method in the app; for ZUS, transfer the KEDU file to Płatnik or ePłatnik.
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