Personal taxes

Personal taxes come from not only work income, management contracts and self-employment, but also include those from investments in cash capital, luxury goods, real estate and property made by individuals or acquired as a gift or inheritance. Different sources of income, regardless of whether they are located in Poland or abroad, require an individual assessment of the tax consequences for an individual in the context of Polish tax regulations, the person’s tax residence and the provisions of double taxation avoidance agreements. The regulations are often complicated, which is why a comprehensive approach to settlements is so important – from the planning stage to completed projects or transactions – in the area of personal income tax, inheritance and donation tax, tax on civil law transactions and social security.

How can we help?

EMPLOYERS

Employee renumeration and benefits

Creating modern remuneration systems for employees and managers (e.g. incentive schemes, remuneration systems with copyright transfer).
Taxation of remuneration and employee benefits (e.g. company cars, medical care, sports tickets, cafeteria).
Review of remuneration systems in terms of correctness of settlements and efficiency
Analysis of profitability and the possibility of implementing cooperation in the form of B2B
BENEFIT REVIEW – a review of benefits/remuneration components granted to employees in terms of correctness of adopted taxation and contribution rules

Employee mobility

Different formulas for foreign posting – business trip, short or long-term posting.
Planning posting models taking into account national and international regulations and the specifics of the posting country.
Support in preparing documentation before posting.
Advisory for employers and employees related to posting in the sending and receiving countries as well as assistance in the implementation and implementation of tax equalization and tax protection policy.
Obtaining PIT and ZUS certificates (e.g. tax residence certificate, A1, S1, EKUZ certificate). Compliance with reporting and updating obligations before tax offices and ZUS Social Security Institution.
Support for employers and foreign staff in legalization of stay and work in Poland.
Settlement and preparation of annual tax returns for foreign persons employed in Poland and personnel delegated to work abroad. Coordination of tax settlements in the home country and the posting country.
Remote work from Poland and abroad (including implementation of so-called workation)

Marketing activities

Support in the process of cooperation with influencers and advertising agencies
Organization of contests (development of rules and regulations, rules for awarding prizes)
Implementation of loyalty programs
Events for clients/contractors/employees

EMPLOYEES

Personal income and property

Tax advisory on investing assets in Poland and abroad
Tax advisory in the process of settling foreign income, including capital income obtained both in Poland and abroad, cooperation with foreign financial institutions
Representing investors in dealing with tax offices
Conducting tax proceedings
Advisory and support in the implementation of FX obligations in connection with foreign assets and liabilities
Inheritance planning for foreign assets and investments

Annual settlements

Preparation of annual tax settlements for foreigners employed in Poland and personnel delegated to work abroad
Preparation of annual tax settlements for residents receiving income from various sources located in Poland and abroad
Coordination of the tax settlement process in foreign countries in cooperation with foreign tax offices