Personal tax services

Personal Tax in Poland

We prepare Polish tax returns for individuals, including foreign income tax filing (PIT-36 + ZG), PIT-38 for capital gains, inheritance-related tax obligations and Polish tax returns for previous years, including late filings and corrections.

This page is designed for Polish tax residents who need to report foreign income, investment income or settle tax matters in Poland for the previous tax year or earlier years.

Foreign income

Annual Foreign Income Tax Filing

Use this service if in the last tax year you were a Polish tax resident and you had Polish and/or foreign income.

We prepare complete Polish tax filings (PIT-36 + ZG) for individuals receiving income from outside Poland. This covers Polish tax residents earning income abroad, including cases involving relocation or cross-border income.

This is the main category for people whose tax situation involves foreign salary, freelance income, pensions, dividends, interest or other non-Polish income sources. We also prepare filings for previous non-expired tax years.

We make sure you are not taxed twice. We apply the relevant double tax treaty and all available reliefs, including the Polish tax relief available after moving to Poland.

How double taxation is avoided
We determine the correct method under the applicable double tax treaty (exemption or credit method), calculate the income in PLN and apply all available deductions and reliefs to ensure the correct tax outcome.

See details in the guide

If you only have Polish employment income, this service is not required.

Typical situations
  • You live in Poland and receive income from abroad
  • You receive foreign income from employment, real estate or pension
  • You work for a foreign employer or have income from abroad
  • You need to correctly report foreign income in Poland
Where to go next

If you already know you need help, go directly to the service page. If you first want to understand the rules, start with the handbook and come back to the service page afterwards.

Capital gains

Capital Gains Tax and PIT-38

We prepare PIT-38 tax filings for transactions made through foreign brokers and investment platforms. This covers the calculation of taxable income under Polish rules, including transaction history analysis and PLN conversion where needed.

This category is intended for investors using foreign platforms whose broker data is not ready to be filed directly in the Polish system.

Typical situations
  • You use eToro, IBKR, DEGIRO, Revolut or another foreign broker
  • You need proper PLN conversion and Polish tax calculation
  • Your broker statement is not aligned with Polish PIT-38 rules
  • You want to file correctly for one year or for several past years
Where to go next

Use the main PIT-38 service page if you want us to prepare the filing. If you use eToro, you can also go directly to the dedicated eToro page. The FAQ page is there for users who first want to understand the rules.

Inheritance

Inheritance in Poland

We support inheritance cases involving Poland, including tax aspects and selected legal steps that usually appear when heirs live abroad or the estate includes Polish elements.

This section is intended for foreign heirs and families who need practical support in dealing with inheritance-related tax matters in Poland.

Typical situations
  • You inherited assets in Poland and need to understand tax consequences
  • You live abroad and need support with a Polish inheritance matter
  • You need combined tax and practical process support

Free tools

Check your tax situation

Use these tools to make an initial check before ordering a service. They help users verify tax status and understand whether selected tax reliefs may be available in their situation.

These are support tools. They help you orient yourself before moving to the relevant service or guidance page.

What you can check
  • Whether you are likely to be treated as a Polish tax resident
  • Whether you may qualify for tax reliefs available after moving to Poland
  • Whether you should continue to a service page or first read the guidance
Important note

The tax relief linked below is not limited to people returning to Poland. It concerns tax relief available after moving to Poland, depending on the legal conditions of the relief.

How it works

Start by selecting the service that matches your situation. If unsure, send us your documents.

Step 1
Choose the relevant service
Start with the page that matches your situation, for example foreign income, PIT-38 or inheritance.
Step 2
Send your documents
Send your information and files by email. Your message will be handled by Wiktoria Buczek.
Step 3
Receive next steps
We review the case and respond with the next steps needed to proceed.

Wiktoria Buczek

Not sure which service to choose?

If your situation is still unclear, send us your details and documents. We will review your case and indicate the correct service and next steps.

Your message will be handled by Wiktoria Buczek.

Send your documents