When will the tax office return the tax? You have to be careful with timing

The period from January to April is the time to repay the income received during the last 12 months. 2024 will not bring revolutionary changes for income tax payers, experts emphasize. However, there are some issues that the 22 million ratepayers affected by this annual liability should be aware of. We wrote about them at the beginning of January.

“Fakti” newspaper reminds us of key dates… PIT Settlements. Pre-filled declarations for taxpayers are available in the e-PIT service on February 15.. “Until now, such completed PIT forms have mainly been used by people who pay taxes PIT form-37. Now the self-employed will be able to use the service. Just go to tax.gov.pl, log in and go to the pre-filled form,” we read.

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Before February 29, the employer must send the employee a PIT-11, that is, a list of received income and collected contributions.. If we don't have this information in our e-PIT inbox on February 15th, it's worth getting the payment right away and then checking when the PIT-11 arrives.

From February 16, the tax service will start refunding the overpaid tax. According to the regulations, he has 45 days for this. In case of settlement using paper form, the tax service has three months to make the transfer. “A person who delays the filling of PIT until the last day should expect to receive the overpaid tax only at the end of July,” they say in “Fact”.

We may incur additional fees at checkout. The amount should be transferred to the tax office by April 30. If we don't, the tax office will charge interest.

In 2023, taxpayers received a record income tax refund. Minister of Finance 27 billion PLN was “gifted” to the Poles. By 2022, taxpayers will have filed approximately 20 million tax returns electronically and approximately 1.3 million returns in paper form.