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Submission of annual tax return is an obligation of each individual having any type of tax liability in Poland - either unlimited or limited. Depending on the type of the source of the income, taxpayer may fill in even up to several different tax returns, hence it is not very easy procedure and often assistance of tax advisor is needed.

Deadline for submission of tax returns for 2025 is on 30th of April 2026, any submission of tax return after this date may be penalized.

The season for preparing and filing annual personal tax returns for 2025 has begun. As an individual, you are personally responsible for preparing and submitting your annual tax return to the appropriate tax office. Below, we present a summary of what you should remember in this process.

First, you should determine whether Poland is your country of residence. This will determine whether you will report only Polish sources of income (as a non-resident for tax purposes) or your worldwide income (as a tax resident) on your annual tax return.

You received income under a Polish employment contract

If you received income under a Polish employment contract, remember that your employer should provide you with a PIT-11 income statement by the end of February. Based on this income statement, you should prepare and submit your annual tax return to the tax office. If the income reported on the PIT-11 form is your only income in 2025, you will prepare your annual return on the PIT-37 form.

You received income under a foreign employment contract, but you performed work in Poland

If you received income from a foreign employment contract and performed work in Poland, the situation is more complex. It’s possible you’ll have tax liabilities in two or more countries. In this case, you should analyze your personal and tax situation to determine which countries tax liability applies and where your tax residence will be determined, and prepare the appropriate tax return.

If income from a foreign contract is subject to taxation in Poland, the employee is required to independently calculate and pay a monthly income tax advance. The deadline for paying the tax advance is the 20th day of the month following the month in which they received their salary.

If income from a foreign contract is taxable in Poland, it should be reported on the PIT-36 form.

If you earn income that is subject to taxation in a country other than Poland, you must report it on a special appendix to your annual PIT/ZG tax return. One appendix is ​​used to report income taxed in one other country. If you earn income taxed in multiple countries, you must prepare and submit the appropriate number of PIT/ZG appendices to the tax office.

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You received income from sources other than the employment contract – capital gains, property rentals

Taxation of income from sources other than an employment contract is typically addressed in a double taxation treaty. Generally, such income will be subject to taxation in the country of residence, while in the other country, the taxation method for this income will be applied in accordance with the double taxation treaty. Most often, this will involve deducting the tax paid in one country, up to the limit specified in the treaty, from the tax due in the other country.

If you received income from other sources, please note that you may be required to prepare and submit additional tax forms to the tax office.

Capital gains should be reported on the PIT-38 form, while income taxed at a flat rate, such as income from property rentals, should be reported on the PIT-28 form.

In the case of incentive programs and employee share options or stocks, income from them will qualify as capital gains and will be subject to taxation at 19%. Income will generally be recognized upon sale. However, each situation should be analyzed individually.

If your income in the tax year exceeds PLN 1,000,000, the excess is subject to an additional tax office fee, known as the solidarity levy. This fee is 4%, and you must also submit an additional tax form, the DSF-1.

All of the above annual tax returns for 2025 must be prepared and submitted to the tax office by April 30, 2026. This is also the deadline for paying any underpaid tax resulting from the prepared tax returns. Failure to file an annual tax return on time may result in a fine for a misdemeanor or fiscal crime, depending on the amount of tax deduction. Failure to pay the tax due on time will result in late payment interest.

Tax issues are often complex, especially if income comes from foreign sources or work is performed in more than one country. To ensure accurate annual tax return preparation, we recommend seeking the assistance of a tax advisor.

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