Bookkeeping - Accountancy - Tax Calculation

Annual Tax Settlements 

Annual Tax Settlements in Poland – Full Guide for Employers and Individuals 

Every year, individuals and businesses in Poland are required to file annual tax settlements with the Polish Tax Office (Urząd Skarbowy). Whether you’re an employee, contractor, or business owner, accurate and timely filing is crucial to stay compliant and avoid penalties. 

At Easybooks, we help Polish and international clients navigate the annual tax settlement process with ease

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Bookkeeping - Accountancy - Tax Calculation

What Is Annual Tax Settlement? 

An annual tax settlement (also called yearly tax return) is a formal summary of your income and taxes paid during the calendar year, submitted to the tax authorities. In Poland, this is known as PIT (Personal Income Tax). 

Depending on your employment status or business activity, you may need to file: 

PIT-37
Employees, contractors (based on PIT-11) 
PIT-36 or PIT-36L 
Sole proprietors / self-employed 
PIT-28

Lump Sum (Ryczałt)

PIT-11 
Issued by employers to employees 
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Bookkeeping - Accountancy - Tax Calculation

When to File Annual Tax Returns? 

Filing period: 15 February to 30 April (each year, for income from the previous year) 
Late submission may result in fines or interest 
Refunds for overpaid tax are usually processed within 45–90 days 
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Bookkeeping - Accountancy - Tax Calculation

What You Need to Prepare for Tax Settlement 

To properly complete your annual tax settlement, you may need: 
PIT-11 from your employer or client 
Documents confirming tax-deductible expenses 
Proof of ZUS contributions 
Certificates of residence (for foreigners) 
Information on foreign income (if applicable) 
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Bookkeeping - Accountancy - Tax Calculation

Annual Tax Settlements for Foreigners in Poland 

Are you a foreigner working in Poland? You are most likely required to submit a Polish tax return even if your home country also expects a declaration. We’ll help you: 
Understand Polish residency status for tax purposes 
Avoid double taxation (via tax treaties) 
File correct PIT forms and apply for eligible deductions 
Handle communication with the Polish Tax Office 
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Bookkeeping - Accountancy - Tax Calculation

Why Outsource Tax Settlements to Easybooks? 

Accurate and compliant PIT declarations 
Fast processing of tax refunds 
Bilingual support (PL/EN) 
Secure online document submission 
Full support for both employees and business owners 
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Bookkeeping - Accountancy - Tax Calculation

Example: Tax Refund for an Employee (PIT-37)  

An employee earning 96,000 PLN annually (8,000 PLN/month) may receive a refund if: 
They used PIT-2 (monthly tax reduction) 
They had deductible expenses (e.g. internet, donations) 
They overpaid tax due to a mid-year job change 

With Easybooks, we verify all deductions and maximize your potential refund. 

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Bookkeeping - Accountancy - Tax Calculation

Ready to Settle to Easybooks? 

Let Easybooks handle your annual tax settlement in Poland. Whether you’re a business owner, freelancer, or full-time employee, we’ll make sure your tax return is correct, complete, and on time.

Contact us to get started — or upload your documents online!

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