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Refund Process in Poland: Important Information

The tax regime in Poland is known to be intricate, which is why taxpayers often inquire about methods of tax refund .

Tax refunds in Poland are possible for both individuals and organizations. The key reason for requesting a refund is excessive payment , arising for various reasons . corporate income tax refund When is a tax refund possible?

There are a few cases where an individual has the right to compensation of taxes:
Excessive tax payment : Frequently , taxpayers excessively pay taxes due to errors in their tax documents.
Favorable tax conditions: Particular discounts can lower the tax burden , which in turn creates the conditions for adjustment.

Change in status: If the tax status of a taxpayer changes during the year, this can affect their tax liability , resulting in the possibility of a refund of overpaid taxes .
VAT Refund Process
Companies listed for VAT purposes may claim a VAT refund on certain expenses . To apply for a refund, a company must fulfill the following conditions :
Maintaining up-to-date reporting: VAT return must be provided on a monthly basis within 25 days the end of the reporting period .

Submitting reports electronically: Declarations are filed online via the portal of the Polish tax administration (KAS).

VAT Refund Procedure : A firm is entitled to file for a VAT refund in its monthly declaration . The tax authority will reimburse the difference between input and output VAT .

How quickly is VAT refunded?
The time for VAT refunds change depending on various circumstances:
If the refund is requested to the organization’s tax account, the money is reimbursed within 25 days .
Refunds to the company’s bank account occur within 60 days if sales were declared in that reporting period .
If no sales were declared , the compensation is made within half a year.

Corporate Tax Reimbursement
Companies registered in Poland are mandated to contribute corporate income tax (CIT). The procedure for CIT refund involves these stages :
Timely submission of tax reports : The corporate income tax declaration (CIT) must be filed by the end of March of the year in the year following the reporting year .
Using the online platform : The tax form is sent through the KAS website .

Applying for a refund: The firm submits for a refund of overpaid tax through the CIT declaration .
If the declaration for a refund is meets the conditions, the tax office will issue the refund within the agreed timeframe .

Advice from Tax Experts
Given the complexity of the taxation system in Poland, many companies and individuals use the support of tax consultants .
Tax consultants can assist companies and individuals optimize their refunds and reduce their tax liabilities .

Our company, providing tax services , assists with any matters related to taxation and represents the interests of clients before the tax office of Poland. If you have any want to consult, write to us at:

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