Preparation of an Annual PIT Tax Return for a Client
This service is primarily intended for foreigners who do not speak Polish, are unfamiliar with Polish tax regulations, or do not navigate the Polish legal system with ease.
Therefore, you receive Account Manager who speaks the client’s language is assigned to work with them. This person dedicates sufficient time to understand the client’s circumstances, assist in gathering the necessary source documents, and prepare the annual PIT tax return.
Preparing an annual PIT tax return for a client who is not a regular customer involves preparing a tax document that includes information about the employee’s income, deductions, tax reliefs, and any other tax-related matters connected with their earnings. Below are the main steps involved in the process of preparing an annual PIT tax return for an employee. The fee for preparing the annual PIT return depends on the scope of the documentation provided and may be higher than the amount indicated in the price list.
Information Gathering
The first step is collecting all necessary information from the foreigner regarding the employee’s income during the tax year. This includes salary, income from other sources, deductions, tax reliefs, and any other taxable gains or losses.
Income Documents
The next step is gathering the required income-related documents from the foreigner, such as earnings statements (e.g., PIT-11), information on income from other sources, documents confirming tax deductions, and similar records. Particular attention is paid to income earned abroad.
Determining the Type of Declaration
Depending on the foreigner financial situation and sources of income, it may be necessary to determine the appropriate PIT return form, such as PIT-37, PIT-36, or PIT-38.
Tax Calculations
Tax calculations are prepared, taking into account all applicable deductions and reliefs.
Completing the PIT Form
The appropriate PIT form is completed based on the collected information and tax calculations.
Signing and Submitting the Declaration
The completed PIT form is signed by the employee and submitted to the appropriate tax office.
Process
Preparing an annual PIT tax return for a foreigner is a process that requires accuracy and a thorough understanding of the applicable tax regulations. In many cases, employees use the services of accountants or tax advisors to ensure that the return is prepared correctly and complies with current tax laws.