Personal Taxation

Within this line of services You will be able to subscribe to supervision of Your yearly tax settlements in Poland.

The objective and outcome of the service shall be preparation of Your yearly settlements in form of a tax return to be filed with the tax authority in Poland.

Within this line of services You will be able to subscribe to supervision of Your yearly tax settlements in Poland. The objective and outcome of the service shall be preparation of Your yearly settlements in form of a tax return to be filed with the tax authority in Poland.

Below you will find detailed information concerning tax advisory services in Poland together with a general description of Polish personal income tax regulations that might concern You.

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If You decide to undertake an investment in the estate property or to make any arrangements for Your property, please turn to TAKTAX in order to structure and optimize the transaction. We shall assist you through all the legal requirements and tax settlements. Please find below a brief description of taxation of income on sale of property purchased after year 2006 and basic information concerning taxation of rental income.

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Tax liability falls under the statute of limitations after 5 years, counting from the end of the year when the deadline for tax payment falls. Until than tax settlements can be controlled and verified by Polish tax authorities. During this time also taxpayers can correct their tax returns.Tax liabilities for 2010, due in April 2011, shall fall under statute of limitations only at the end of 2016. At the end of the year 2010 personal income tax liabilities from year 2004 shall be subject to statute of limitations.

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Determining Your tax residence is crucial for correct fulfillment of tax obligations and it is a first stage of tax advisory services in Poland. Due to the fact that various factors can influence the status of a foreigner in Poland, TAKTAX has developed a residency test to verify and monitor the scope of tax liabilities.

After analysis of the residency test, Your status should be confirmed by obtaining a certificate of tax residence. This document – of a required form and content – should be issued by the tax authority of a relevant country (upon application).

Having determined the residence it is possible to establish the tax authority competent for Your tax settlements and apply for a tax identification number.

Your personal and economic status should be monitored in order to identify changes which may influence Your tax residence.

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In order to determine and monitor scope of taxation of TAKTAX Clients an income source test has been developed. It enables identification of all types of income and sources thereof. Based on the analysis of this test TAKTAX shall prepare an information on place, scope and taxation method of particular types of Your income. When choosing services of TAKTAX you can outsource tax obligations related to all your revenues and transactions linked with Poland. During the tax year You will download all the relevant documents (agreements, received PIT forms, information from banks or companies, invoices, official letters etc.) related to Your revenues on Your personal, secured account. You will be updated with regard to Your status, settlements and obligations.

After the end of the fiscal year, You will receive a draft of a yearly tax return, with calculation of all your tax liabilities, prepared based on all the information gathered throughout the year.

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Polish personal income tax regulations offer several opportunities for optimization of Your tax obligations in Poland. Therefore, in order legally minimize Your tax burdens, it is important to:

  • structure the form of Your activity or contract and choose the most advantageous from available methods of taxation
  • use all available deductions from the tax base and tax amount
  • use opportunity for the joint taxation together with spouse or children
  • use advantageous investment strategies
  • apply regulations of applicable double tax treaties, offering exemptions and lower tax rates.

Planning of your tax settlements in Poland will be possible after You fill in the residency and income source test. Knowing all the details concerning your status and revenues, TAKTAX will be able to offer You optimization opportunities.

Please bear in mind, that also transactions undertaken on a one-off basis are worth structuring and planning, in order to minimize risks and burdens related thereto.

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Polish social security regulations, together with European Union law or international treaties resolutions, determine cases when a foreigner is obliged to pay social security contributions in Poland.

Your status shall be determined based on information from the residency and income source test and in accordance with the Polish and international regulations. As a result, you will receive information whether you are subject to obligatory social security in Poland, what is the scope of your obligations and how to act in relation thereto.

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