We combine international law and taxation to deliver the highest standards of service in ensuring accurate tax compliance for individuals in Poland
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Tax advisory for individuals
Tax advisory for individuals
We provide support in cases where the proper determination of tax obligations requires analysis not only of Polish personal income tax (PIT) regulations, but also double taxation treaties, tax residency status, and the factual circumstances related to place of residence, employment, and income generation.
This is particularly relevant for individuals transferring between countries, working remotely, performing services for non-Polish entities, or earning income in more than one jurisdiction.
Scope of support:
Scope of support:
determination of tax residency and the scope of tax liability in Poland (including obtaining tax residency certificates),
analysis of foreign income and the applicable rules for its taxation in Poland, including the application of double taxation relief methods,
advisory on cross-border and remote work, including preparation of monthly tax settlements,
assessment of the tax implications of relocation to or from Poland based on Polish regulations,
analysis of tax obligations related to exit tax,
support in matters related to inheritance and donation tax, as well as compliance with local tax obligations,
preparation of applications for individual tax rulings and support in dealings with tax authorities (including verification activities and tax proceedings).
This solution is particularly recommended for individuals who:
This solution is particularly recommended for individuals who:
are relocating to or from Poland,
work in more than one country or work abroad while maintaining residence in Poland,
receive remuneration from a foreign employer while residing in Poland,
wish to confirm where their income should be taxed,
need to organise their tax situation before filing their annual tax return.
Monthly and annual tax compliance
Monthly and annual tax compliance
We prepare all types of tax filings for individuals in cases requiring a detailed analysis of income sources, proper allocation of income to the relevant tax jurisdiction, and application of appropriate taxation rules.
Our support is particularly addressed to individuals earning income of a complex nature, including foreign income, income derived from assets, or transactions involving financial instruments, where standard solutions do not ensure accurate reporting.
Scope of support:
Scope of support:
preparation of annual tax returns (PIT-37 / PIT-36) together with required attachments, including applicable tax reliefs and preferences, as well as the correct application of double taxation relief methods,
preparation of monthly PIT/ZUS calculations for individuals working in Poland under a foreign employment contract,
monthly (or quarterly) and annual reporting of rental income, including income from properties located abroad for Polish tax residents (PIT-28),
reporting income from the sale of real estate located in Poland,
reporting income from the disposal of securities, including shares, as well as transactions involving cryptocurrencies,
verification of data accuracy and completeness of documentation required for proper tax compliance,
support in verification procedures and tax audits related to submitted tax returns.
This solution is particularly recommended for individuals who:
This solution is particularly recommended for individuals who:
earn income in more than one country and are required to report it in Poland, including individuals working under foreign employment contracts,
derive income from rental properties or their sale, including properties located abroad,
engage in transactions involving financial instruments, including the sale of shares or other securities, or trade in cryptocurrencies,
have changed their tax residency during the tax year,
have multiple sources of income requiring a combined analysis within a single tax return.
Income relief for new residents
Income relief for new residents
The relief for individuals relocating their place of residence to Poland constitutes an important tool for reducing tax burdens; however, its application requires meeting specific statutory conditions and proper documentation of tax status.
We conduct a comprehensive analysis of the eligibility for this relief, including an assessment of tax residency, verification of statutory requirements, and preparation of the documentation necessary for its safe application in tax filings.
Scope of support:
Scope of support:
analysis of eligibility for the relief for new tax residents,
determination of tax residency in Poland before and after relocation,
preparation of documentation confirming the right to the relief, including registration and update forms,
in cases of uncertainty — submission of applications for individual tax rulings and representation before tax authorities,
support in applying the relief during the tax year through the withholding agent, as well as its correct application in the annual tax return.
This solution is particularly recommended for individuals who:
This solution is particularly recommended for individuals who:
are returning to Poland after several years of working or residing abroad, or are planning to transfer their tax residency to Poland,
have never previously worked in Poland and are relocating their tax residency to the country,
wish to apply the relief in a safe and compliant manner,
require confirmation of meeting statutory conditions before applying the relief,
want to correctly determine the moment from which the relief can be applied,
earn income that may qualify for the relief and requires proper reporting.
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