BNB4UR package • Group 18–30 • 15–20 people • 180 minutes • PL • in‑person

B2B Entrepreneurship: CEIDG, ZUS, taxes and invoices in practice

Educational version. This is not legal/tax advice. Regulations (ZUS, PIT/VAT, KSeF) may change — always verify decisions with official sources or an advisor. Exercises use fictitious data.

Overall goal

Assess whether B2B makes sense, learn CEIDG steps, basics of ZUS and taxes, learn to issue a correct invoice, and plan 30 days of implementation.

Workshop flow

Decision “is B2B for me?” → CEIDG formalities → ZUS and taxes (map) → invoices and records → contract and pricing → 30‑day plan.

Final outputs

  • P1 — B2B: decision & risk (checklist)
  • P2 — CEIDG registration: step by step
  • P3 — ZUS & taxes: map + calendar
  • P4 — Invoice: template + quality check
  • P5 — Records: KPiR/revenue log + archiving
  • P6 — B2B contract: clauses to negotiate
  • P7 — Rate calculator
  • P8 — 30‑day plan & contacts
  • P‑R — Results assessment rubric

Learning outcomes

Knowledge

  • Differences between B2B vs employment/mandate contract.
  • Entrepreneur’s fixed costs: ZUS, accounting, taxes, insurance.
  • Sole‑trader tax forms and basics of VAT/KSeF (overview).

Skills

  • Fills in P1 (whether B2B and under what conditions).
  • Prepares P2 (CEIDG decisions: PKD, tax form, VAT, bank account).
  • Creates a schedule of obligations (P3).
  • Issues a correct invoice (P4) and knows how to keep records (P5).
  • Analyses a B2B contract (P6) and calculates rates (P7).

Attitudes

  • Responsibility and tax caution.
  • Care for documents and data security.
  • Willingness to consult experts.

180’ flow — minute‑by‑minute plan

0–12’ Opening and rules

Goals, outputs, rules: voluntariness, confidentiality, right to pause, no individual advice, work on fictitious data.

12–20’ Icebreaker: My idea for a service/product

In pairs: 60 s about the idea; write 3 keywords (industry, client, channel).

20–28’ Mentimeter PRE
28–63’ Module 1 — Is B2B for me?
  • Comparison B2B vs employment/mandate: responsibility, fixed costs, leave/sick pay, flexibility, risk, entitlements.
  • P1 – Decision and risk checklist.
  • Conclusions: “B2B YES if…/B2B NO if…”
63–93’ Module 2 — CEIDG registration: step by step

Walk through 8 decisions and fill in P2 (data, name, PKD, tax form, VAT, bank account, ZUS, accounting).

93–103’ Break
103–138’ Module 3 — ZUS and taxes: map of obligations + calendar

ZUS (types of contributions, reliefs, deadlines); PIT (advances, KPiR/revenue log); VAT (registration, deductions, SAF‑T/JPK).

138–163’ Module 4 — Invoices, records and KSeF (overview)

Invoice — required elements; quality check (P4); records (P5); KSeF — general assumptions.

163–175’ Module 5 — B2B contract and pricing

P6 — klauzule do negocjacji; P7 — kalkulacja stawki i „cena minimalna”.

175–180’ Mentimeter POST + 30‑day plan

Workshop materials — P1–P8 and P‑R

Click “📥 View material” to expand and print. Content is educational and inclusive. We work with sample data.

Trainer guide

Room setup

  • Układ: „podkowa” + 4 stoliki; 2 flipcharty; projektor; timer.
  • Print materials: P1–P8 and P‑R + sample (fictitious) CEIDG, invoice, contract, record.
  • Mentimeter PRE/POST – 3 pytania (sekcja Evaluation).

Moderation and safety

  • Plain language, explain acronyms: CEIDG, ZUS, PIT, VAT, KPiR, SAF‑T/JPK, KSeF, NDA.
  • Neutrality: we do not resolve individual cases — we teach checklists and pathways.
  • Cyber hygiene: do not send document scans unnecessarily; use secure channels.

Bridges to other scenarios

Praca w Afterlsce (scen. 09), komunikacja asertywna (scen. 03), budżet domowy (scen. 14).

Adaptations and variants

  • Language barrier: piktogramy, krótkie frazy PL↔UA na kluczowych polach, pary mieszane językowo.
  • Less time (120’): Moduły 1–4 po 25’; P6–P7 jako praca domowa.
  • More time (+30’): mini‑konsultacje 1:1 (sprawdzenie P2/P4) i przegląd ofert księgowości.

Evaluation i wskaźniki do raportu

Mentimeter — questions (PRE and POST)

  1. „Wiem, jakie decyzje muszę podjąć przy zakładaniu JDG (CEIDG).”
  2. „Rozumiem podstawowe obowiązki ZUS/podatki i terminy.”
  3. „Umiem wystawić poprawną fakturę i prowadzę prostą ewidencję.”

Outputs and rubric

  • Outputs: P1–P8 (photo/scan — no personal data).
  • Rubryka P‑R: 0–2 pkt/kryterium (max 10).
  • Interpretation: 0–3 starting out; 4–7 solid; 8–10 ready to implement.

Branding and compliance

  • Na kartach: logo „Mosty Nadziei”, flaga UE + „Współfinansowane przez Unię Europejską”, logo Erasmus+; partnerzy (KIS, Asociația Se Afterate).
  • Miejsce na numer projektu i klauzulę informacyjną.
  • Treści edukacyjne — nie są poradą prawną/podatkową.