Publication date: 26.08.2024
For Ukrainians working in Poland, filing a PIT tax return is an important obligation that requires attention and understanding of Polish tax law. This process can be complicated, especially for those who are new to the Polish tax system. In this article, we will look at the main aspects of filing a PIT declaration for Ukrainians in Poland and the importance of legal support in this process.
Who is required to file a PIT return in Poland?
Not all Ukrainians residing in Poland are obliged to file a tax return. To determine your tax status and obligations, it is recommended to conduct a legal analysis of the situation with the help of a specialist.
Categories of Ukrainians who are required to file PIT in Poland:
- Persons working under an employment contract (umowa o pracę)
- Freelancers and persons working under a contractor agreement (umowa zlecenie)
- Entrepreneurs doing business in Poland
- Persons receiving income from Polish sources (e.g. from renting real estate)
It is important to note that even if you worked in Poland for only a part of the year, you may still be obliged to file a PIT return. For detailed advice on your specific situation, it is recommended to seek the advice of a lawyer.
Types of PIT declarations and their features
In the Polish tax system, there are several types of PIT declarations, each of which is intended for different categories of taxpayers. Choosing the right type of declaration is critical for correct reporting of your income. Before choosing a declaration form, it is recommended to conduct a legal analysis of documents with the help of a specialist.
The main types of PIT declarations are:
- PIT-37: for persons receiving income from employment
- PIT-36: for entrepreneurs and persons receiving income from abroad
- PIT-36L: for entrepreneurs who have chosen linear taxation
- PIT-38: for persons receiving income from capital assets
Each type of declaration has its own specifics of filling out and submitting. For example, PIT-37 is the most common form for employees, while PIT-36 is used for more complex cases, including income from different sources. To choose the right form and fill it out correctly, it is recommended to seek legal advice.
Question
Can Ukrainians working in Poland apply for tax benefits?
Answer
Yes, Ukrainians working in Poland and submitting a PIT declaration can claim various tax benefits and deductions. These may include child benefits, deductions for charity, education expenses, and others. However, the conditions for receiving and the amount of benefits may vary depending on the individual situation of the taxpayer. For detailed information on the benefits available to you, we recommend that you seek a legal analysis of your situation from a specialist.
Deadlines and methods for filing a PIT return
Meeting the deadlines for filing a PIT return is critical to avoid penalties and other negative consequences. In addition, there are different ways to file a declaration, each of which has its own peculiarities. It is recommended to obtain a legal opinion from a lawyer to choose the best way to file and meet the deadlines.
The main aspects of filing a PIT declaration:
- The standard deadline for filing is April 30 of the year following the reporting year
- Possibility to submit the declaration online through the e-PIT system
- Submission of a paper form at the tax authority
- Sending the declaration by mail (the date of sending is important)
It is important to note that for some categories of taxpayers, other deadlines for filing a tax return may be set. In addition, the e-PIT system can automatically fill in some declaration forms based on the data available to the tax authorities. For detailed information on the deadlines and methods of filing in your particular case, we recommend that you seek written advice from a specialist.
Taxation peculiarities for different categories of Ukrainians in Poland
The taxation system in Poland may differ for different categories of employees and entrepreneurs. Understanding these peculiarities is key to the correct calculation and payment of taxes. For a detailed explanation of the specifics of taxation in your case, we recommend that you seek a legal analysis from a specialist.
Employees: taxation on a progressive scale
Freelancers: a choice between a progressive scale and a flat rate
Entrepreneurs: various forms of taxation, including a flat tax and a profit tax
Individuals with income from abroad: the need to take into account international double taxation treaties
It is important to note that the choice of taxation form can significantly affect your tax burden. A lawyer in Poland can help you choose the optimal form of taxation, taking into account your specific situation and future plans.
Common mistakes when filling out the PIT and how to avoid them
Filling out a PIT declaration can be a complicated process, especially for those who are doing it for the first time or have a complex income structure. Understanding common mistakes and how to avoid them will help you complete the return correctly and avoid problems with the tax authorities. To check the correctness of your tax return, we recommend that you have your documents analyzed by a specialist.
Common mistakes when filling out PIT:
- Incorrect choice of the declaration form
- Errors in personal data or PESEL number
- Incomplete reflection of all sources of income
- Incorrect application of tax exemptions and deductions
- Errors in the calculation of the tax amount
If you find errors after filing your tax return, it is important to know the procedure for correcting them. An online lawyer can provide you with the necessary support in this process and help you prepare a corrective declaration.
The role of legal support in the process of filing a PIT return
Legal support can play a key role in the correct and timely filing of a PIT return. An experienced lawyer can not only help with the form, but also provide valuable advice on how to optimize your tax burden.
Key aspects of legal support:
- Determining your tax status and responsibilities
- Choosing the optimal form of PIT declaration
- Consultation on available tax benefits and deductions
- Assistance in filling out and verifying the declaration
- Representation of your interests before the tax authorities, if necessary
A lawyer in Warsaw or other cities in Poland can provide you with personalized support, taking into account the specifics of local tax authorities. A legal opinion on your situation will help you identify all the possibilities to optimize your taxation and avoid potential problems.
Filing a PIT return for Ukrainians in Poland is an important process that requires attention to detail and an understanding of Polish tax law. Correctly determining your tax status, choosing the appropriate declaration form, taking into account all income and applying for available benefits are key factors in successfully fulfilling your tax obligations.
Given the complexity of the process and the possible consequences of mistakes, it is recommended that you seek professional legal assistance. Specialists can conduct a legal analysis of your situation, provide a legal opinion on the optimal taxation strategy and assist you at all stages of the PIT filing process. This will not only save you time and effort, but also help you avoid potential problems with the tax authorities.
If you are planning to file a PIT return in Poland or have any questions regarding the taxation of your income, we recommend that you contact the legal marketplace KONSULTANT. Our experienced lawyers and attorneys will provide you with qualified assistance, conduct a detailed legal analysis of your situation and offer optimal solutions. Do not risk your financial well-being - entrust the solution of tax issues to professionals with experience in the field of Polish tax law and protection of the interests of foreigners in Poland. Contact a CONSULTANT today and ensure the correct and profitable filing of the PIT declaration!
