PIT for 2024. Settlements started. Until when you need to make a declaration

– From February 15, i.e. from Saturday, the settlement of income tax for 2024 will start until Wednesday, April 30. This time there will be no extensions. Testimonies can be submitted in different ways, but we encourage you to submit them by the Twój e-PiT service or the taxes. GOV. pl – said Deputy Minister of Finance at Piątkowa at a press conference Cash register Marcin Łoboda.

Of course, you can also complete the testimony on paper and either transfer it to the tax office yourself, or send it by post. In the latter case, the shipping date decides.

The deputy head of the Ministry of Finance reminded that this year it is also possible to testify through applicationwhich is now available. It gives access to tax e-training. – 80,000 people have already downloaded this application. We will launch at the turn of March and April Payments with payment cardswhich will be a solution that is beneficial to taxpayers – added the head of the cash register.

Currently, the tax e-office offers the possibility of payment of tax through Clip or through an electronic transfer. As the deputy minister of finance and deputy head of Kas Małgorzata Krok said, in both cases the transfer will go to the taxpayer's account.

-As part of the Your E-PIT service, the most popular forms will be available, e.g. PIT-37, PIT-38, PIT-28PIT-36 and PIT-36 L-said Małgorzata Krok.

– The forms will be automatically supplemented with a discount for children if the taxpayer used it in 2023, and relief for young people. They will also be supplemented with a relief for working seniors, relief for return and relief has large families, if only this relief was included in the tax form sent by the employer. Otherwise, you have to take into account this relief yourself – she also said.

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She reminded that if taxpayers do not use concessions and deductions, they do not have to accept the testimony. It will be approved automatically on the last day of the settlement period, i.e. April 30.

-But PIT-37 and PIT-38 will be accepted. Taxpayers who fill in PIT-28, PIT-36 and PIT-36L must enter the service and accept the testimony themselves-added Małgorzata Krok.

Forms that are not subject to acceptance are testimonies regarding people conducting business activity. They are completed on the basis of the data at the MF, i.e., e.g. the amounts of advances are entered, but the ministry does not have all the data on the revenues and costs of entrepreneurs.

During the conference, MF representatives emphasized that standard terms tax refund It is 45 days in the case of a testimony of electronic means and three months with paper testimony.

– However, last year the average return date was 15 days, and the shortest date was 1 day – said the deputy head of Kas.

While waiting for a refund of overpayment, you can check its status by logging in to the tax e-mail. There is a “tax returns” service that allows you to obtain information about yourself Refund status, date of refund Whether crediting overpayments for other tax liabilities.

Deputy Minister Łoboda added that people who want to use the advice in tax offices will be able to obtain the information they need.

– But we are asking for taxpayers to go to offices only if they have to. They can take advantage of the possibility of making an appointment. But I emphasize – Twój e-pit service, app and e-treasurythese are the forms of contact we prefer. You can also use the hotline – said the head of the cash register.

The Twój e-PiT application gives the possibility to automatically submit testimony to people settling on the basis of PIT-37 and PIT-38. However, it is worth verifying your tax settlement.

– Your e-pit, although it is an undoubted facilitation, has only the data that went to tax authorities. It is not necessarily informed about all concessions and preferences that can be used in our tax settlement. So let's take a settlement in your own hands, verify them and take advantage of the possibility of lowering the tax – says Monika Piątkowska, tax advisor at e-pity.pl.

He adds “If we use concessions, e.g. relief for a working senior, for young people, back or relief for 4+ families, we should check the amounts that were covered by reductions, even if they are already included in the advances collected by the employer.”

– There is a risk that these amounts have been charged or misleading. It is also worth getting acquainted with the concessions that the legislator provides for taxpayers. Support for public benefit organization, honorary blood donation or insulation of the house in the last year are circumstances that – properly documented – will allow you to reduce the tax base – says Monika Piątkowska.

The expert also explains that with the automatically completed form, we can lose the chance to donate 1.5 percent. for a selected public benefit organization (OPP).

Taxpayers can declare the transfer of 1.5 percent. your tax for any OPP chosen, which is in the list of organizations authorized to receive 1.5 percent. personal income tax for 2024. In 2025, a taxpayer settling in the Twój e-PIT service, who used this possibility last year, will have an organization in PIT for 2024. How much is still cultivated to receive 1.5 percent), but it can change this organization.