What is tax filing in Poland?
Tax filing in Poland is the process where employees report their income and calculate the taxes owed for a given tax year. Every person earning income in Poland must submit a tax return to the tax office.
Who has to file taxes in Poland?
Everyone who works and earns money in Poland must file taxes. This applies to both Polish citizens and foreigners, including unskilled workers. If you work under an employment contract, mandate contract, or specific task contract, you are required to submit an annual tax return. Remember that the tax return can only be done by people working in Poland legally
What documents are needed for tax filing?
To file taxes in Poland, you need several basic documents:
- PIT-11 – A document from your employer that includes information about your income and paid tax advances.
- PIT-37 – The form you fill out and submit to the tax office.
- PESEL or NIP – An identification number needed for tax settlements.
What are the tax filing deadlines?
The annual tax return in Poland must be submitted by the end of April for the previous tax year. For example, for the year 2023, you must submit your return by April 30, 2024. It’s important to remember this deadline to avoid financial penalties.
How to file a tax return?
Filing a tax return in Poland is simple and can be done in several ways:
- Online – You can use the e-Declarations system available on the Ministry of Finance’s website. This is the most convenient method as it doesn’t require leaving your home.
- In person – You can visit the tax office and submit the form in person.
- By mail – You can send the completed form by mail to the appropriate tax office.
Can you get a tax refund?
Yes, after submitting your tax return, it is possible to get a refund of overpaid taxes. A tax refund occurs if the sum of advances paid during the year exceeds the due tax. The tax office calculates the refund automatically, and it is usually paid within a few months of filing the return.
Are there tax deductions?
Various tax deductions are available in Poland that can reduce the amount of tax owed. The most popular ones include:
- Child allowance – Available to parents and legal guardians.
- Internet allowance – For people using the internet.
- Rehabilitation allowance – For disabled people and their caregivers.
What if I don’t speak Polish?
If you do not speak Polish, you can seek help from tax advisors or companies specializing in tax settlements for foreigners, like TimeTax. They offer services in different languages, which makes the entire process easier. Thanks to TimeTax your tax return will also be more favorable for you, as by applying the deductions you are entitled to, you may even get several thousand PLN of tax refund.
Summary
Filing taxes in Poland is a duty for every employee, including unskilled workers. This process requires gathering the appropriate documents, submitting the tax return on time, and possibly using tax deductions. Remember to file your return by the end of April and, if necessary, seek help from tax advisors. This will help you avoid problems and potential financial penalties.
Importantly, TimeTax has provided a free app where you can fill out a simple form, upload your PIT 11 and have the documents prepared. The app in English is available on IOS and Androd.
