The deadline for submitting personal income tax (PIT) returns is approaching on May 20, and all taxpayers can now review their draft tax returns. The drafts are already available on the e‑SZJA platform, and by this time all required certificates should also have been received, so it is worth taking the time now for a thorough review.

Correct Reporting of Income in the PIT Return

Although preparing the tax return has become much simpler, it is still essential not to accept the draft automatically. Various types of income—such as rental income, foreign employment income, or certain investment‑related income—are not always included automatically in the draft.

It is worth thinking through what income you earned in the previous year and checking whether all of it is correctly displayed on the platform.

Income from Property Sales in the PIT Return

In the case of property sales, it also matters how the data is entered into the return. The rules are complex, and mistakes can easily lead to discrepancies in tax liability, so every related detail should be carefully reviewed.

Claiming Tax Allowances in the PIT Return

It is equally important to ensure that all tax allowances you are entitled to are claimed. Family tax allowance, allowance for first‑time married couples, personal allowance, and other similar benefits can result in refunds for many taxpayers, yet they can be easily overlooked. Those who share the family allowance with their spouse must pay particular attention when completing the return.

Tax Certificates

During the completion of the tax return, special attention should be paid to the certificates received from employers or other payers. Taxpayers who had multiple sources of income, changed jobs, or engaged in occasional or foreign work may encounter discrepancies more frequently. These issues are easiest to correct now, before submission.

Tax Refunds in the PIT Return

If you are eligible for a refund, double‑checking the bank account number provided is crucial, as even a single mistyped digit can delay the arrival of the refund by weeks.

Designating the 1% + 1% of Tax in the PIT Return

It is also important not to forget to allocate the 1% + 1% of your tax: this must be done separately on the main form. Many people skip this step every year, even though it takes only a few minutes and can provide significant support to civil organizations. A tax number search tool is also available if you do not know the organization’s tax ID.

The Taxpayer’s Responsibility for an Accurate PIT Return

Even though the technical process has become easier, it is still the taxpayer’s responsibility to ensure that the document is accurate and complete. A careful review can prevent serious issues and ensure that any eligible refunds arrive on time.