Tax Returns for Expats

Living in Poland offers cultural richness and exciting opportunities, but navigating its tax system can be daunting. As a foreigner, understanding your obligations is crucial. This concise guide, backed by Sarego Finance's expertise, clarifies key aspects and highlights how we help you confidently manage your Polish taxes.

Residency: The Crucial Point

Staying in Poland for more than 183 days or having your center of vital interests here makes you a Polish tax resident.

This means reporting all your income, even earnings abroad, even if they were already taxed in another country. Double taxation treaties may reduce or eliminate double taxation, but reporting remains mandatory.

Unsure if you qualify as a Polish tax resident?

Take our quick Polish Tax Residency Test to see if you meet the 183-day or center-of-vital-interests criteria.

Employment or Self-Employment

If you live and work in Poland and are employed under an employment contract, your employer usually handles most of your Polish tax obligations. Alternatively, if you are self-employed and run a sole proprietorship, you must manage your own taxes or work with an accountant, and we assume you already have this aspect under control.

However, when it comes to foreign income, such as investment gains or rental income abroad, this is usually not handled by your employer’s accounting department or by the accountant managing your sole proprietorship — but we can assist you in this area.

How We Can Help

We offer tailored services for foreigners living in Poland and Polish residents with foreign income:

• Claiming the Polish Settlement Tax Relief – a four-year tax exemption for newcomers. You can check your eligibility and calculate your potential tax refund using this link.
• Reporting foreign income (employment abroad, rental income, pensions). Please fill out the contact form below.
• Settlement of capital gains tax on Polish and foreign investments including dividends. See more details on here. The service can be purchased here.
• Inheritance tax declarations for assets located in Poland (also available for non-Polish tax residents). See more details here.

Why Us?

At Sarego Finance, our English-speaking accountants ensure seamless compliance and maximize your tax benefits:

• Expert Guidance: We explain regulations clearly and navigate them for you.
• Personalized Service: Tailored solutions based on your unique circumstances and treaties.
• Tax Lawyer Collaboration: All services are supervised by a Polish licensed tax lawyer.

Secure your peace of mind and embrace life in Poland with confidence!