Frequently asked questions
Clients who visit a tax adviser most often ask many questions about their tax situation and how to optimise their taxes. Below is a collection of questions that clients often ask tax advisers.
At this point, however, I will emphasise that clients’ questions vary according to their individual tax situation and needs. As a tax adviser, I am able to give them personalised answers and point out optimal tax strategies in line with current tax law.
Can I deduct VAT from an invoice without a VAT ID number?
Customers often ask whether they can deduct VAT from an invoice without a VAT ID number. The KIS has issued many interpretations on this subject that are favourable to the taxpayer. If you have received an invoice without a TIN, please contact me. We will discuss the tax interpretations issued together. We will compare it with your situation. To be sure, we can jointly prepare a request for an individual tax interpretation in this matter specifically for you.
When will the use of KSeF be mandatory?
From 1 January 2024, the Council of the European Union agreed to make electronic invoicing in Poland mandatory. From January 2022, we can already use KSeF voluntarily, while in 2024 KSeF will become a mandatory solution. This involves issuing structured sales invoices in xml format compliant with the e-Invoice FA(1) logical structure published in the Central Repository of Model Electronic Documents (CRWDE) on the ePUAP platform.
What are my tax obligations?
Clients often ask what their tax obligations are, what documents they must report and what deadlines they must meet. Each situation must be considered individually. The amount and deadlines for tax obligations depend on the form of business.
How can I reduce my taxes?
Clients usually ask about legal tax optimisation options to reduce their tax burden. They may ask for information on available deductions, tax credits or tax planning strategies.
Should I convert my business into a company?
If a client is running a business, they may ask whether it is worth forming a company in their case. They also ask about the tax consequences and obligations associated with changing the form of business.
What documents do I need to keep and for how long?
Clients ask about the required documents they must keep for tax purposes and the period for which they should keep them.
What are the tax implications when selling a property?
Clients often ask about the tax implications of the sale of real estate. They are interested in whether they can benefit from the exemption of the payment of income tax on the sale of real estate and which VAT rate to apply.
Can I benefit from a tax credit or deduction?
Clients can ask about available tax credits or deductions that may reduce their tax burden. This could apply, for example, to family allowances, the thermal insulation allowance or the return allowance.
What documents do I need to provide in the event of a tax audit?
Clients ask what documents and information they should prepare in the event of a tax audit and what rights and obligations they have during such an audit.
When can I benefit from a tax exemption in a donation situation?
Clients ask about the possibility of benefiting from tax relief for donations, whether for charitable, cultural or scientific purposes.
What are the tax implications of running a business? Which form of taxation will be most beneficial for me?
Clients who are considering starting their own business ask about the tax implications of the process, including income tax, ZUS, VAT, etc.
What are the tax implications related to inheritance or gifts?
Clients may ask about the tax implications of inheriting property or receiving a gift, such as inheritance or gift tax.
What types of costs can I deduct in relation to running my business?
Clients ask about the deductibility of costs related to the running of their business, such as the cost of materials, employee salaries, office rental, etc.
When do I have to pay ZUS on work or commission contracts?
Clients who work on contracts for work or commissions ask about the tax obligations related to such contracts, including Social Security contributions, income tax, etc.
Can I avoid double taxation?
Clients who have income or property abroad ask about the possibility of avoiding double taxation and which international agreements can help in this regard.
Should I register for VAT?
Customers who are in business may ask about the benefits and obligations of registering as a VAT payer.
What are the tax rules for renting out a property?
Clients who own or plan to rent a property ask about the tax implications of the process, including rental tax.
Do I have to report a loan from my dad to the authorities?
Clients are often unaware of their obligation to report loans to the tax authorities. They want to be informed in which cases they are obliged to do so.