When should you order this service?
PIT-ZG filing is necessary if you are a Polish tax resident, i.e. if you spent more than half the year in Poland (but not only then). As part of the service, we prepare PIT-ZG based on income from Norway. If you had income in Poland from an employment contract, contract of mandate, etc., for which you received PIT-11, we will also include it in the return.
When you work in Norway, in addition to the Norwegian tax return, there is a likelihood that you also need to file in Poland – even if you do not work or stay there. This requirement applies in the case of Polish tax residence, which you may have even despite working and living permanently in Norway.
If you do not know your tax residence, you can check it provisionally here (click).
What does the service include?
- Collecting the required information and documents
- Selecting the appropriate filing method
- Checking possible deductions
- Including deductions in the return
- Completing the relevant form
- Sending information about the completed filing
- Assistance with any further questions
NOTE: The decision on whether to allow deductions and approve the return rests with the tax office in Poland. The service only covers acting as an intermediary between you and the office.
What information do we need?
We will need from you:
- First name, surname, PESEL number, exact residential address in Poland, marital status
- Spouse’s details (if applicable): first name, surname, PESEL number, address (if different from the person being filed for), information on any marital property separation
- Children’s details (if applicable): first names, surnames, dates of birth
- Skatteoppgjør for the relevant tax year (first of all, we should file in Norway!) and all Lønnslippy for the relevant year – for the person being filed for and the spouse (if applicable)
- Information about employment in Norway – type of contract and other relevant employment details
- Information about benefits – whether any were received in the relevant year, what benefits they were, etc.
- Place of residence in Norway and the place where you work (and the place of the spouse’s workplace, if applicable)
- Dates of work in Norway in the tax year (optionally, the number of days spent in each country)
- Information about sick leave, holidays, periods of unemployment, etc., and the start and end dates
- If you worked in other countries – tax returns from those countries or a summary of annual earnings together with the start and end dates of work
- Information about any tax reliefs
- KRS number of the association or foundation to which 1,5% of tax is to be donated.