Business Fact Sheet

Political and economic data

  • Territory – 110,994 sq km
  • Population – 7.85 million
  • GDP, 2003 – $ 19.9 billion
  • Political system: parliamentary republic
  • Stable political environment & low country risk

-        NATO member since May 2004; EU entry expected in 2007

  • Consistent record of macroeconomic stability

-        2003 real GDP growth of 4.3%

-        2003 year-end inflation of 2.3%

  • Strategic geographic position as a bridge between Europe and Asia 
  • Highly educated and skilled work force 

-        2nd in international IQ tests (MENSA International)

-        significant percentage of English speakers

  • Europe’s most competitive wage levels 

-        monthly average gross salary of € 149

  • Free movement of capital
  • No restrictions on after-tax repatriation of profits
  • Free trade opportunities within a market of over 550 million consumers

-        EU, EFTA and CEFTA countries, Macedonia, Turkey, Estonia, Lithuania, Latvia and Israel

Lower operational costs for water supply and construction works compared to other CEE countries

 

 

Major investment incentives

  • Corporate tax rate – 19.5% (down to 15% in 2005) and 0% in areas of high unemployment
  • VAT exemption for imports for investment projects over € 5 million
  • Annual depreciation rate of 30% for machinery & equipment & 50% for software and hardware
  • Substantial asset discount prior to the EU membership compared to the rest of Europe
  • Opportunity to buy land through a company registered in Bulgaria with up to 100% foreign ownership
  • Institutional support for priority investment projects
  • Adoption of International Accounting Standards
  • 51 treaties for avoidance of double taxation
  • 55 agreements on mutual protection and promotion of foreign investment

 

 

How does Bulgaria compare?

Investment position

Country

GDP growth, %

Inflation, average 2003, %

Investment rating, Moody’s

Corruption Index 2003

(10 = lowest corruption)

2002

2003 P

Bulgaria

4.8

4.3

2.3

Bа2

3.9

Croatia

3.5

4.3

n.d.

Baa3

3.7

Czech Republic

2.0

2.9

-0.1

A1

3.9

Hungary

3.5

2.9

4.7

A1

4.8

Poland

1.6

3.7 F

0.7

A2

3.6

Romania

4.9

4.9 F

15.3

Ba3

2.8

Serbia

4.0

5.0

13.4

n/a

2.3

Slovakia

4.4

4.2

8.5

A3

3.7

Turkey

7.8

5.8 F

n.d.

B1

3.1

EU 15

1.0

0.7

2.0

 

 

Source: EUROSTAT, IMF, Moody’s, Transparency International, national banks

 

Investment performance

Country

FDI per capita, USD, 2001-2003 P

FDI per capita, USD, 2003 P

Rank in the UNCTAD FDI performance index, 1999-2001

Starting a business

No. of procedures

Duration, days

Cost, GNI per capita, %

Bulgaria

132

182

25

10

30

8.3

Croatia

308

381

22

13

50

18.2

Hungary

167

170

53

5

65

64.3

Romania

57

70

75

6

27

11.9

Serbia

63

128

-

10

44

13.3

Source: Population Reference Bureau, UNCTAD, World Bank, central banks

 

Taxation rates and labour cost

Country

Corporate tax,

%, 2004

VAT standard rate, %, 2004

Average monthly gross salary, EUR,

2004

Social security contribution as % of employees’ gross salary

Personal income tax rate for salaries, %

paid by the employer

paid by the employee

Bulgaria

19.5

20

149 (March)

32.2

10.5

12-29

Croatia

20

22

794 (March)

16.6

20.6

15-45

Czech Republic

28

22

510 (Q1)

35

12.5

15-32

Hungary

16  

25

565 (March)

29

12.5

of which 4% is uncapped and 8.5% is capped at HUF 5,307,000 annual gross income in 2004

20-40

Poland

19

22

506 (April)

22.72

18.71

19-40

Romania

25

19

204 (April)

38 – 45

19.67

18-40

Serbia

14

17

187(April)

16.3 + 3.5% payroll tax

16.3

14

Slovakia

19

19

392 (4Q, 03)

35.2 subject to limit

13.4 subject to limit

19

Source: KPMG, national statistical offices

 


Infrastructure

 

The road infrastructure of Bulgaria comprises of more than 37,000 km roads, 416 km of which are highways.

 

There are 6,400 km of developed railways, more than 65% of which are electrified.

 

The main Bulgarian sea ports are at Bourgas and Varna.

The Danube River is the country’s international water road to Central Europe.

 

There are 5 international airports in Bulgaria: Sofia, Varna, Bourgas, Plovdiv and Gorna Oriahovitsa (the latter is used mainly as a cargo airport).

 

 


Operational cost in Bulgaria, 2004

 

Gross monthly salary, average, March 2004, EUR

149

Social security, unemployment and health care contributions as % of monthly salary, 2004

32.2% paid by the employer

Corporate income tax, 2004, %

19.5

VAT, 2004, %

20

Office rent in Sofia, A class, March 2004,

EUR per sq m/month

14-16

Office purchase price in the centre of Sofia, May 2004,

EUR per sq m

700-1,400

Apartment purchase price in the prestigious areas of Sofia, unfurnished brick 3-room apartment, May 2004, EUR per sq m

600-800

Price of land, 2003, average

 

Agricultural land, EUR per 1,000 sq m

46-230

Industrial land, large cities, EUR per sq m

8-40

Costs of rough construction, as of Dec. 2003, EUR per sq m

 

Industrial construction

250-300

Office building construction

350-500

Water charges for corporate clients in Sofia, 2004, including VAT, EUR per m3

0.47-0.53

Water charges for household use in Sofia, 2004, including VAT, EUR per m3

0.43

Telephone installation charge, VAT not included, 2004, EUR

36

Monthly telephone subscription fee, VAT not included, 2004, EUR

private – 5.11; business – 8.44

Telephone transfer charge, VAT not included, 2004, EUR

private and business – 20.45

International phone call from Bulgaria per 1 min, VAT not included, 2004, EUR

BTC

to Europe

to the USA

through a satellite

Fixed lines

0.18-0.23

0.37

1.84

VoIP

0.10

0.13

-

Electricity Prices per kWh including VAT, 2004, EUR

 

Electricity for industrial use, medium voltage (1 kV – 60 kV)

 

3 tariff-reading

 

peak electricity

0.070

day electricity

0.043

night electricity

0.027

2 tariff-reading

 

day electricity

0.056

night electricity

0.027

1 tariff-reading electricity

0.053

Electricity for household use, 2 tariff reading

 

day electricity, over 75 kWh

0.078

night electricity, over 50 kWh

0.042

Motor fuel, VAT included, average as of June 2004, EUR

 

95 unleaded

0.74

98 unleaded

0.86

Diesel

0.63

Natural gas for industrial users,  VAT included, 2Q 2004, EUR per 1,000 m3 (price depends on the distribution company and the volume consumed)

125-190


Main customs & VAT-regime provisions

Compliance with the EU standards

Bulgarian Customs Law is based on the EU Customs Code. The same procedure and regimes as those of the EU are applied: release for import; transit; customs warehousing; inward processing; processing under customs control; temporary admission; outward processing; export; temporary export, etc.

The Customs Tariff of Bulgaria consists of the Combined Nomenclature of Bulgaria and the appropriate rates of customs duties. The Combined Nomenclature of the Republic of Bulgaria is based on the Convention on Harmonized Commodity Description and Coding System and on the EU Combined Nomenclature.

Although Bulgaria is not a member of the European Community, the VAT legislation (Value Added Tax Act) follows the provisions of the Sixth EU VAT Directive.

 

Project implementation phase

Special preferential VAT regime for imports of goods necessary for implementation of an investment project

As of 1 January 2003, special VAT regime applies to those VAT-registered importers that hold a permit issued by the Minister of Finance and import goods (with the exception of excise goods) according to a list approved by the Minister of Finance.

 

The importer exercises his right by:

·       declaring in the filed customs declaration that he will use this regime;

·       declaring that at the time of the import he is registered for VAT and has no outstanding tax liabilities and liabilities to the obligatory employee social and health insurance.

Where the importer has exercised his right, the customs authorities agree to the release of the goods without effective payment or securing of the VAT.

 

The above special import regime is applicable to the legal person who simultaneously meets the following requirements:

·       implements an investment project approved by the Minister of Finance

·       is registered for VAT

·       has no outstanding tax liabilities and obligatory social and health insurance liabilities

·       has obtained a permit by the Minister of Finance; within 6 months after the permit has been issued, the person could apply for a new permit for additional goods that will be imported for the needs of the investment project approved

 

The investment project is approved by the Minister of Finance in compliance with the following requirements:

·       term of fulfilment of the project up to two years

·       size of the investments over BGN 10 million  (around EUR 5 m) for a period not longer than two years

·       opening of more than 50 new jobs

·       capability of the person to finance the project, as well as to construct and maintain sites providing for the fulfilment of the project

 

Special duty free regime for imports

In case a foreign company moves entirely a production facility to Bulgaria, the imports of the plant equipment is duty free.


 

Manufacturing phase

Inward processing regime (named also “active improvement”)

When certain goods (raw materials) are imported to the territory of Bulgaria with the purpose of processing and re-export in the form of “compensatory products”, they could be treated under the inward processing procedure by applying the suspension (postponed) payment system. There are 2 options:

1.         When the goods are owned by the Bulgarian legal entity that is going to do the processing of the goods and the re-export of the final products – 10% of the total amount of the duties and VAT due has to be deposited in favor of the customs office. This deposit is reimbursed after the re-export of the compensatory products. In case of import from the EU, the customs duty is 0 and only 10% of the VAT due should be deposited.

1.1. Less than 10%, if a special permit is received by the Director of the Customs Agency.

2.        When the goods that are to be re-exported are owned by a company outside of the territory of Bulgaria and this company is the consignor for the processing of the goods by a Bulgarian legal entity, (the condition of “job processing”, code 6201), no deposit for duties or VAT is made.

The regime of “inward processing” does not differentiate between goods with EU or other origin. The issuance of the documentation under this regime is within the authority of the Regional Customs Office.

 

Temporary warehouses

It is possible for larger companies with big turnover to acquire a status of “Temporary storage facilities” on the territory of their production plant in Bulgaria. The procedure is within the competence of the Regional Customs Office. Notification is received within 30 days from the acceptance of the application.

 

VAT credit refund

If for a given month a VAT registered person has more input VAT than output VAT, the tax authorities offset the excess against any other outstanding tax liabilities of the person. If there is any remainder, the person offsets it against the output VAT he charges during a 3-month term following the month, in which the excess of input VAT occurred.  If after this term there is still any remainder, the tax authorities set it off against any other outstanding tax liabilities of the person or refund it to him within 45 days as of the submission of the VAT return for the third month.

Exporters are entitled to a VAT credit refund within 45 days as of the date of submitting the VAT declaration for the respective month. Persons with turnover from export supplies exceeding 30% of the value of their supplies in aggregate for the preceding twelve months are considered “exporters”. VAT credit is also subject to recovery in case of carrying out supplies, which are exempt by virtue of international agreements to which Bulgaria is a party.


 

Direct taxation – main provisions

Corporate income tax

Under the Corporate Income Tax Act (CITA) all companies and partnerships (including non-incorporated partnerships), carrying out business in the country, are liable to a corporate income tax at a rate of 19.5%.

Depreciation

Depreciation is calculated by systematically applying the straight-line depreciation method. Depreciation norms should not exceed the following rates:

Category of assets

Assets description

Annual depreciation norms (%)

I

steady buildings, facilities, communication devices, electricity carriers, communication lines

4

II

machinery, manufacturing equipment, apparatus

30

III

transportation vehicles, excluding automobiles; coverage of roads and airplane runways

10

IV

computers, software and right of using software

50

V

automobiles

25

VI

all other depreciative assets

15

 

Tax incentive for investments in regions with high unemployment

Companies engaged in production, including production under job processing, enjoy 100% exemption of the corporate income tax in case they meet all of the following requirements:

1.    The objects obligatory declared under the Tax Procedure Code, incl. company headquarter as well as the assets of the company, not counting funds in bank accounts and other companies’ shares or stakes owned, are entirely located within the administrative boundaries of the municipalities with unemployment exceeding 50% the average of the country for the previous year[1].

2.    At least 80% of the annual average number of the employees, working under labour contract, have a permanent address in a municipality under item 1.

3.    In the calendar year of exemption the company does not have any due tax or obligatory social security liabilities or any interests on such liabilities.

Corporate income tax exemption could be enjoyed if the amount of the tax, accounted as reserves, is invested for acquiring assets necessary for the production activity as well as for remuneration of the employees, working under labour contract, by the end of the calendar year following the year of exemption.

If as a result of decreased unemployment, the municipality is excluded from the list approved by the Minister of Finance, the company, which has qualified for the above tax exemption, can further enjoy it for the following 5 years.

If in the year before starting production, the company qualifies for 100% corporate tax exemption and if in the next year when they start manufacturing the municipality is no longer on the list of high unemployment areas, the company can get advantage of the 100% corporate tax exemption for 4 years counting from the year when they have commenced manufacturing.

Companies investing in municipalities with unemployment rate exceeding 50% the country average for the previous year enjoy reduction of the corporate tax by 10% of the amount invested in acquisition, modernization or reconstruction of fixed assets including buildings, equipment, transmitters, electricity networks, telecommunication lines, machines, production facilities, transportation facilities, (excluding personal cars), road cover, computers and peripheral devices, software and the right to use software if the funds for these investments have been generated from contributions made by shareholders for acquisition of new shares, including incorporation.


Personal income tax

Incomes derived under an employment contract are taxed on a monthly basis as follows:

 

Monthly income

Tax

up to BGN 120

non-taxable

from BGN 120 to BGN 150

12% on the excess over BGN 120

from BGN 150 to BGN 250

BGN 3.6 + 22% on the excess over BGN 150

from BGN 250 to BGN 600

BGN 25.6 + 26% on the excess over BGN 250

over BGN 600

BGN 116.6 + 29% on the excess over BGN 600

 

The annual taxable base is the sum of all taxable incomes received during the calendar year. The total annual income is subject to some adjustments and is then taxed in accordance with an annual progressive scale as follows:

 

Annual income

Tax

up to BGN 1,440

non-taxable

From BGN 1,440 to BGN 1,800

12% on the excess over BGN 1,440

From BGN 1,800 to BGN 3,000

BGN 43.2 + 22% of the excess over BGN 1,800

From BGN 3,000 to BGN 7,200

BGN 307.2 + 26% of the excess over BGN 3,000

over BGN 7,200

BGN 1,399.2 + 29% of the excess over BGN 7,200

 

 

Education

 

Prevalence of technical and foreign language education in Bulgaria

One of the most attractive benefits of investment in Bulgaria is the abundant supply of skilled and well-educated workers – about 4.5 million people. There are 39 universities, 25 colleges and 460 secondary vocational and technical schools in Bulgaria; technical subjects are studied in 17 universities, 16 colleges and 100 secondary schools.  Technical schools are available within a 50-mile radius from practically every potential investment site in Bulgaria.

Apart from the universities, foreign language education is provided for by 62 secondary language schools and a large number of private specialized courses. English and German language are most popular in Bulgaria.

 

Comparative educational structure of the population, 25 to 64 years of age, %

 

Country

At least upper secondary education, 2002

Tertiary education

(at least bachelor), 2001

USA

87 (2001)

28

Canada

82 (2001)

20

Japan

83 (2001)

19

UK

82

18

Spain

42

17

Bulgaria

72

15

Hungary

72

14

Germany

83

13

France

64

12

Greece

53

12

Poland

81

12

Czech Republic

88

11

Italy

44

10

Turkey

25 (2001)

9

Portugal

21

7

Source: EUROSTAT, OECD Statistics Portal


 

Labour force and employment regulation

 

Employment issues

Working hours: 8 hours a day.  A 24 hour rest period is required during a 7-day period.

Annual leave: not less than 20 days. 

Retirement age: minimum of 62 for men and 57 for women[2].

Minimum monthly gross salary: EUR 61

Average monthly gross salary: EUR 147 (4Q, 2004)

Social security: A complex system covering retirement, health and unemployment risks and obligations. Side costs to the amount of 32.2% of the gross monthly salary are to the account of the employer.

Type of insurance

Paid by

Total (%)

Employer (%)

Employee (%)

Health

4.50

1.50

6.00

Social:

 

 

 

Pension insurance fund

21.75

7.25

29.00

Sickness insurance fund

2.25

0.75

3.00

Employment insurance fund

0.70

0.00

0.70

Unemployment fund

3.00

1.00

4.00

Total

32.20

10.50

42.70

The above contributions are calculated on the remuneration and other employment income of the employee for the respective month but on not more than the maximum monthly insurance base fixed annually in the Mandatory National Insurance Budget Act. The fixed base for 2004 is BGN 1,200 (around EUR 614). Since January 2003 minimum monthly insurance bases for the main economic activities and groups of professions have been introduced.

Labor contracts: According to the Labor Code the employment contract may be concluded for an indefinite period of time or, alternatively, as an employment contract for a fixed term. An employment contract is considered to be concluded for an indefinite period unless explicitly agreed and stated otherwise. An employment contract concluded for an indefinite period may not be changed to a fixed-term contract unless explicitly requested by the employee, and stated so in writing.

1. An employment contract for a fixed term may be concluded:

·           for a definite period no longer than 3 years – upon request in writing by the employee or for execution of temporary, seasonal or short-term work and activities

·           until completion of some specified work

·           for substitution for an employee who is absent from work

·           for a job, which is to be taken through a competitive examination, for the time until it is taken on the basis of the competitive examination.

2. Employment contract for a trial period

In cases when the work requires the ability of the employee who will perform it to be tested, his final appointment may be preceded by a contract providing for a trial period of up to 6 months. Such a contract may also be concluded in the case when the employee wants to make sure the job is suitable for him. This contract indicates to whose benefit has been agreed the trial period. Prior of the expiration of the trial period, the party to whose benefit it has been agreed may terminate the contract without notice.

Termination: Employees other than senior management cannot be dismissed without sufficient justification.  The employee has the right to sue for damages for unfair dismissal.  Certain people cannot be dismissed during absence (e.g. on sick leave, pregnant, nursing mothers, military assignment).

Notice periods are usually 30 days. If the employee, working under an indefinite-period contract, is dismissed without a notification and there is a sufficient justification by the employer, the employee is compensated by 1 monthly salary.

If the relation is based on a term contract, the compensation is equal to the amount of the gross salaries to be paid for the rest of the contract time.

The employer can initiate a dismissal of the employee on “mutual consent” terms. In this case he has to compensate the employee with at least 4 monthly gross salaries.

Upon dismissal due to closing down of the enterprise or part of it, staff reduction, reduction of the volume of work and work stoppage for more than 15 working days, the employee is entitled to compensation from the employer. The compensation is in the amount of his gross labour remuneration for the period of unemployment but not for more than one month. A compensation for longer periods may be stipulated by a collective contract or by the labour contract.

Upon termination of the employment relationship after the employee has acquired the right to a pension for insured service and age, irrespective of the grounds for the termination, he is entitled to compensation by the employer in the amount of his gross labour remuneration for a period of two months; where the employee has worked with the same employer for the last ten years of the length of service, the compensation is equal to his gross labour remuneration for a period of six months.

Employment of foreign persons: All foreign persons that have a permanent residence permit or are granted the right of sanctuary or refugee status can be employed in the same way as Bulgarian citizens. Temporary work permits are issued by the National Office of Employment of the Ministry of Labour and Social Policy. The work permits are issued for a specified time, job and employer. The permit is issued after a request by the employer and is valid for the time of the employment contract but not more than one year. The permission can be prolonged several times but within a three year period.

Foreign persons that have an employment contract and a valid work permit can acquire a permit for stay in the country for the time of the contract but for no more than one year. The permission for continuous residence can be prolonged if the work permission is prolonged but the maximum period for prolongation of the work permission cannot exceed three years.

The number of employees who are foreign citizens cannot be over 10% of the total work force.

 

Further information on doing business in Bulgaria can be obtained from the following Internet sites:

InvestBulgaria Agency

Bulgarian Trade Promotion Agency

Bulgarian Chamber of Commerce & Industry

Bulgarian Business Adviser

Job Tiger - Bulgarian employment portal

 



[1] The Minister of Finance annually approves the list of municipalities with high unemployment.

[2] For men and women the minimum retirement age is being increased by 1 year annually. There are certain limits set that will no longer be changed:

-                     63 years for men; this limit will be reached in 2005 and

-                     60 years for women; the limit will be reached in 2009.