BTLA Broker / Finance and specialist risks
Fiscal and tax protection.
Discuss cover for accounting and tax risks.
Proceedings concerning accounts or tax settlements may require legal help and clarification of individual responsibilities within the company. We help analyse available fiscal and tax protection options.
For people responsible for accounting and tax decisions within a business.
01 / Needs analysis
What will we establish before comparing quotes?
Availability, premium, limits, excesses and exclusions depend on risk assessment and the specific contract terms. Sending an enquiry does not activate cover.
What do we check in these areas?
People and activities
We establish who performs accounting, tax and management duties. The proposed scope must reflect the actual division of tasks and outsourcing contracts.
Defence costs
We check the types of proceedings, rules for choosing a representative, limits and the process for approving costs. The product name alone does not determine what assistance is funded.
Relationship with other policies
We compare this area with D&O and accountants' professional indemnity. Each policy may concern a different person, claim or type of cost.
02 / Preparing for the discussion
You do not need to have all the documents straight away.
Provide basic information in the questionnaire. If you are unsure about something, describe it briefly or choose a conversation. Once we understand your needs, we will establish what data is required for further analysis.
What should you prepare?
Description of accounting arrangements, number of people concerned, current policies and whether proceedings have already begun.
We will agree documents and details individually. The form starts contact; do not use it to send sensitive data or third-party documents.
03 / An important distinction
Before you choose cover.
Will the insurance pay the tax due or every fine?+
No. We do not present a policy as an exemption from tax obligations or a guarantee that penalties will be covered. The permissible scope and exclusions must be checked in the particular product's terms.
What determines the price?+
It depends on the subject matter and scale of the risk, the cover, limits, claims history and the terms offered by the insurer. First, we need information about your situation. We do not provide a misleading quote based on the product name alone.
SPECIFICS / BEFORE A DECISION
Before you request a quote.
What affects the cost?
- Scope of activities and number of people
- Scale and nature of operations
- Scope of proposed benefits and limits
These are starting points for a conversation. A meaningful price comparison requires a defined scope and terms of cover.
What will help our first conversation?
- Roles of the people being assessed
- Description of settlement procedures
- Expected support
Don't have everything? Start with a brief description. We will establish what can be added later.
Can you assume every penalty will be covered?
No. Check the permissible scope and exclusions of the specific solution. The name ‘fiscal protection’ alone does not establish which costs will be covered.
What happens after you report a claim?
We will contact you about your needs, clarify the information and agree the scope of further analysis. An enquiry alone does not put cover in place.
04 / Let's talk
Let’s get into the details.
Fiscal and tax protection — describe your business's needs or ask for a conversation. We will get back to you with information about the next steps.
Call us 32 307 70 37↗Send an email [email protected]↗Enquiry to BTLA Broker
Tax and fiscal protection: start with your needs. You can add the details when we talk.
Service hours: Mon–Fri, 8:00–17:00
What next? After you submit the enquiry, our team will contact you about it and establish what information is needed for a review.
A topic is enough to start. The BTLA team will agree with you what information and documents are needed.
Service hours: Mon–Fri, 8:00–17:00.
Conversations in Polish or English.
The data controller is BTLA BROKER LEADER sp. z o.o., al. Wojciecha Korfantego 138A lok. 114, 40-156 Katowice. We will use the data provided to handle your enquiry and contact you about it. Details of data processing and your rights are available in the privacy policy. Privacy policy (new tab).