PIT prepared by a treasury? Not everyone can rely on him

From February 15 to April 30, taxpayers may submit tax returns for 2024. The Ministry of Finance encourages the use of the system Your e-pitwhich automatically prepares settlements based on data collected by the treasury. This does not mean, however, that every taxpayer can rely on a ready form – in many cases it will be necessary to supplement or improve it.

Which PITs are available in your e-pit?

In the service Your e-pit Settlements for persons employed under an employment contract, civil law contracts and for some entrepreneurs have been made available. The system includes the following forms:

• PIT-28 – for people who settle a lump sum on recorded revenues,
• PIT-36 – for entrepreneurs settling according to the tax scale,
• PIT-36L – for entrepreneurs choosing a flat tax,
• PIT-37 – for persons employed under the employment contract and on civil law contracts,
• PIT-38 – For people obtaining capital income, e.g. from the stock exchange.

In addition, they are also available PIT-OP (for pensioners transferring 1.5 percent of tax on OPP) and PIT-Jour (for large families).

Not every PIT will be accepted automatically

Taxpayers PIT-37 and PIT-38 They can leave their testimony unchanged – it will be automatically accepted by the treasury after April 30. While people conducting business activity must complete and send your settlement yourself. This means that PIT-28, PIT-36 and PIT-36L will not be automatically acceptedand the taxpayer must add missing data.

What data need to be completed?

The treasury has information about the advances paid by taxpayers, but does not know what tax deductible costs the entrepreneur has suffered or what relief he is entitled to. Therefore, it is necessary to add to the form yourself:

• the amount of revenues,

• tax deductible costs (for PIT-36 and PIT-36L),

• social and health insurance contributions,

• tax breaks, e.g. thermomodernization, internet, donations or rehabilitation expenditure.

The Ministry of Finance has prepared special wizardwhich will help you supplement the data.

How to use your e-pit?

Access to the system can be obtained in several ways:

1. By login.gov.pl -using a trusted profile, e-edge or electronic banking,
2. Through the MOBIAT COVER,
3. Providing tax data – PESEL or NIP, date of birth, the amount of income for 2023 and the amount of overpayment or tax to be paid.

Who must add reliefs on their own?

System automatically takes into account pro -family relief (for children), but not in every case. Taxpayers who want to use other deductions, e.g. thermomodernization, internet, donations, IKZE or rehabilitation expensesthey must manually add this information.

Importantly, the treasury has no data on adult children who continue their educationso the relief for a child who is over 18 must also be entered manually.

PIT correction – when can you improve your testimony?

If, after sending a PIT, the taxpayer notices a mistake, he can make Corrections electronically. Your e-pit allows you to correct the declaration, regardless of whether the original testimony has been submitted in the system or in paper form.

However, beware! Twój e-pit service It does not allow the correction of PIT-28, PIT-36 and PIT-36L for years earlier than 2023.

Until when should you submit a PIT?

The final date of tax settlement is April 30, 2025. Taxpayers who make an electronic tax return can count on a faster refund of overpayment – even within 15 days.

Your e-pit is a comfortable tool, but not for everyone. Entrepreneurs must supplement the data on revenues and concessions themselvesand people who want to take advantage of additional deductions should check whether the system included their rights. Lack of verification may mean tax loss.