Publication date: 19.08.2024
General information about the tax return in Poland
For Ukrainians working or doing business in Poland, filing an annual tax return is mandatory. Before starting the filing procedure, it is recommended that you have your documents checked by a lawyer to avoid possible errors and delays. Correct and timely submission of the declaration not only fulfills the legal requirements, but may also lead to a refund of overpaid taxes.
Main types of tax returns in Poland:
- PIT-37 - for persons receiving a salary from a Polish employer
- PIT-36 - for entrepreneurs and persons receiving income from abroad
- PIT-36L - for entrepreneurs who have chosen linear taxation
- PIT-28 - for persons using a flat tax rate
- PIT-38 - for persons receiving capital income
It is important to understand that the process of filing a tax return can be complicated and require a detailed legal analysis of documents. Therefore, many people seek legal advice to get professional help and avoid possible problems. A qualified lawyer in Poland can provide the necessary support at every stage of the process.
Preparation of the necessary documents
The first step in the process of filing a tax return is to prepare all the necessary documents. It is recommended to conduct a legal analysis of the situation to determine which documents are required in your particular case. An experienced online lawyer can help you with this.
Key documents for filing a tax return:
- Information on income from your employer (PIT-11)
- Bank statements of income received
- Documents confirming expenses (for entrepreneurs)
- Information on social security contributions paid
- Documents confirming the right to tax benefits
After collecting all the necessary documents, you should get a legal opinion from a lawyer. This will help to identify possible deficiencies in the documentation and correct them in time, which will increase the chances of filing a correct declaration. A professional legal analysis of the situation is a key success factor in the process of filing a tax return in Poland.
Question
Can Ukrainians working remotely for a Polish company file a tax return in Poland?
Answer
Yes, Ukrainians who work remotely for a Polish company usually have to file a tax return in Poland if they are considered to be tax residents of Poland. This may depend on the length of their stay in Poland and other factors. For detailed written advice on your specific situation, it is recommended to contact a competent lawyer specializing in Polish tax law. Such a specialist will be able to conduct a detailed analysis of the documents and provide a well-founded legal opinion on your tax obligations.
Choosing the method of filing the declaration
The next important step is to choose the method of filing your tax return. Before making a decision, it is recommended to obtain a legal opinion on the advantages and disadvantages of different filing methods. This will help you choose the most convenient and secure method. A qualified online lawyer can provide you with the necessary support in this matter.
The main ways to file a tax return in Poland are:
Electronic filing through the e-Deklaracje system
Personal submission at a tax office
Sending it by post
Using the services of a tax consultant
Submission through an employer (for certain categories of employees)
When choosing the method of filing a tax return, you may need to analyze the situation further or consult a lawyer in Warsaw. This is especially true if you have a complicated tax situation or specific circumstances. A professional lawyer will help you make the best choice based on your individual situation.
Filling out and submitting the declaration
After collecting all the necessary documents and choosing the method of filing, the stage of filling out and submitting the tax return comes. This process requires attention to detail and an understanding of Polish tax law. To successfully complete this stage, it is recommended to seek legal advice from a qualified specialist. An experienced lawyer in Poland will be able to provide you with full information about all the nuances and help you avoid possible mistakes.
The main stages of filling out and submitting the declaration:
- Choosing the right form of declaration
- Entering all the necessary data
- Calculation of the tax base and tax amount
- Checking the correctness of filling
- Submitting the declaration in the chosen way
It is important to understand that the process of filling out the declaration may vary depending on individual circumstances and type of income. To obtain up-to-date information on the specifics of filling out the tax return in your particular case, we recommend that you seek written advice from a lawyer specializing in Polish tax law.
Question
What should I do if an error is detected after submitting the tax return?
Answer
If an error is discovered after filing a tax return, it is important to file a corrective return as soon as possible. In most cases, this can be done without negative consequences if you act promptly. To obtain a detailed legal opinion on the best way to correct the error in your particular situation, it is recommended to contact a specialist in Polish tax law. Such an expert will be able to conduct a legal analysis of the situation and provide reasonable recommendations on how to file a corrective declaration and minimize possible risks.
Obtaining results and further actions
After submitting the tax return, the stage of waiting for the results and possible further actions comes. This process also has its own peculiarities and requirements. Before receiving the results, it is recommended to conduct a detailed legal analysis of the situation to be prepared for all possible scenarios. A qualified online lawyer can provide you with all the necessary information and assistance.
Key aspects after filing the declaration:
- Checking the status of tax return processing
- Receiving a notification of the calculation results
- Paying additional tax (if required)
- Receiving a refund of overpaid tax
- Keeping a copy of the tax return and supporting documents
In order to properly understand all aspects of tax reporting in Poland, it is recommended to consult a lawyer. Professional assistance will allow you to avoid mistakes and interact with the tax authorities as efficiently as possible. An experienced online lawyer can provide you with support on the specifics of tax legislation and your rights as a taxpayer in Poland.
Preparing a tax return in Poland for Ukrainians is an important process that requires attention to detail, knowledge of local legislation, and accuracy in calculations. Correct and timely submission of the declaration not only fulfills the legal requirements, but can also lead to financial benefits in the form of a refund of overpaid taxes. Not only the correctness of your tax reporting, but also your reputation as a responsible taxpayer in Poland depends on the correctness of the documents and compliance with all requirements.
A high-quality legal analysis of the situation, a legal opinion of a lawyer and legal advice can significantly increase your chances of a smooth tax return submission and help you avoid possible difficulties in the future. You should not risk your financial well-being by trying to save money on professional legal assistance. The service of a lawyer in Poland will become your reliable assistant in resolving all legal issues related to taxation and financial reporting.
If you are planning to file a tax return in Poland or have already encountered difficulties in this process, we recommend that you contact the legal marketplace CONSULTANT. Here you will find qualified specialists who specialize in Polish tax law and have extensive experience in dealing with such issues. Entrust your business to professionals and take a confident step towards financial stability and legal security in Poland.
