Every taxpayer needs to fill out a tax return form and submit it to the tax office anually, this happens around March-April. Although it is possible to hire an accountant to do all the paperwork for you, this usually costs a lot. This is why we prepared a handy step-by-step guide on how to do it yourself, without unnecessary expenses.
HOW DOES IT WORK?You can submit PIT-37 form unless you:
First, you have to obtain a PIT-11 form from your employer, who is also responsible for submission of the form to the tax office. Then you need to submit the PIT-37 form. After the submission of your form the tax office may either accept your tax return calculations, or ask you to correct some data. As a result of this you may either get a tax refund, or you will need to pay extra money.
With all of that said, it is essential to remember about the following deadlines:
STEP 1 – PREPARE ALL NECESSARY DOCUMENTS
Next, you should check to which tax office you have to submit your documents. Normally, it is the tax office designated to the area of your residence until 31st December.
At this time you also need to consider the right to tax reliefs. The basic reliefs are from health and social insurance contributions.
STEP 2 – OPTIONS OF FILLING OUT A FORM
The latter solution is much more convenient, because you don’t have to copy the numbers that your employer has already submitted in his/her PIT-11 form. The only problem is that PFR is not be available for the taxpayers until mid-March. It is a result of compulsory processing of the data included in the PIT-11 form - submitted by your employer - which has to take place earlier in the month. If you don’t want to wait until mid-March, you can fill out the form with e-Deklaracje program - you can do this at any time, as long as you receive a PIT-11 form from your employer.
In 2017, the Polish tax office introduced a new kind of service – they’re now filling out the PIT-37 forms for taxpayers. Now you can not only submit the form online, or use the PFR system, but you may also have your tax return prepared for you by the tax office.
STEP 3 – SUBMIT THE PAPERS
The best way is to go to the tax office in person , especially when you expect to get a tax refund. Usually, the office would transfer the money to you via post office. In this case, the transfer fee would be deducted from your refund.
If you wish to receive a tax refund by a bank transfer, you should include your account number. If you provided your local tax office with this number once, you don’t have to repeat that step every year. Here's how it works when:
STEP 4 – TAX REFUND / ADDITIONAL PAYMENT
These four steps should cover most of your questions that you might have had about PIT form. We hope everything goes in your favor and your endeavors will pay off with huge tax returns!