Preparing annual tax returns for business owners and individual clients.
The essentials at a glance
Annual returns
For business owners and individuals who need help with an annual return.
Annual PIT returns for business owners and individuals
The option to request an annual return as a standalone service
A list of required documents tailored to your circumstances
We help prepare annual Polish personal income tax (PIT) returns and the year-end tax work included in your business accounting service. We first establish your sources of income and the documents needed for your particular return.
How can we help you?
Preparing annual PIT returns
Year-end tax work as part of your business accounting
Identifying the documents needed for your particular return
Discussing the scope of your enquiry before work begins
What does working with us look like in practice?
Expand a topic to find out more.
We begin by identifying the year and the sources of income covered by the return. Tell us whether this is your first return for the period or whether you are revisiting one already submitted. We can then agree the scope of the work and the documents needed. You can come to us as an individual client or discuss the annual return for your business. If Balta already looks after your accounts, we will confirm which year-end tasks are included in the existing service and which need a separate discussion.
Prepare the tax information statements you have received, your own summaries and documents relating to the matters you want to discuss. It is worth flagging missing items, later corrections and returns that have already been submitted. If you have questions about tax reliefs or how to file, note them alongside a description of your circumstances. You do not need to choose every form or assess the documents yourself. We will first establish what is available and which details still need to be added.
Before work begins, we discuss the scope of the return and the price. We also agree how you will send documents, how we will resolve questions and which tasks remain your responsibility. It is worth agreeing who will prepare the final version, submit it and provide confirmation. If you receive a new document or a correction after the work is complete, let us know. We can then relate the new information to the earlier work and discuss whether any further action is needed.
What will we agree at the start?
A short conversation will help us prepare an offer. The following information will be useful:
The tax year and a list of sources of income
Tax information statements received, your own summaries and any corrections
Questions about tax reliefs or filing options, together with available documents
A copy of an earlier return and its submission confirmation, where relevant
Common questions
Yes. Balta also prepares PIT returns for individual clients. Contact our office to agree what you need.
The list depends on your circumstances. Before your appointment, tell us about your sources of income so we can explain which documents to bring.
We provide our services at the Balta office in Piątkowo, Poznań, at os. Bolesława Chrobrego 7g/166. Meeting times and arrangements for sending documents are agreed individually.
Get ready to work with us
These guides offer practical tips and document checklists:
