Annual Tax Return
1st step
At the beginning of assignment we arrange entry-meeting or send the “welcome-letter” to the Employee to inform Him /Her about tax rules, deadlines and tax related obligations, with purpose of establishing communication channels and to review Employee’s tax situation (also worldwide for Polish tax residents).
We grant to Your Employee access to our MyExpaTax web platform – the tool which makes gathering the data necessary for Annual Tax Return preparation easy and time affective.
2nd step
As the end of Polish tax year is 31st December and the annual tax returns for the given year is 30th April of the next year, as from beginning of February we start gathering and checking the data provided in order to have enough time for collecting any missing documents if necessary.
3rd step
On basis of these data we prepare ATR calculations – taking into account possibility of applying existing tax deductions – and we prepare obligatory tax forms (PIT-36, PIT-37 with all necessary attachments).
4th step
Then, we pass to Assignees their ATR together with the tax payment instruction or with information of the tax refund amount in order to verify data included in ATR.
5th step
And finally we submit Assignees’ ATR to the relevant Tax Offices.
In case of any further questions and explanation requests from Polish tax authorities we are also ready to prepare all needed documents and explanations either as Your supporting Tax Advisor or taking the role of Assignee’s proxy before the authorities.