After logging into the Your e-PIT service, you will be redirected to the “Submit PIT” tab, where you will see the tax returns prepared for you for the current filing year.
If you are filing:
PIT-37:
- you can accept and send it unchanged
- you can make changes, for example:
- change the filing method to joint with a spouse or as a single parent,
- change or indicate a public benefit organization (OPP) to donate 1.5% of your tax, and indicate a specific purpose,
- change the data in the child relief or add this relief,
- add deductions, for example: on account of donations, expenses incurred for rehabilitation, thermal modernization, contributions to the individual pension security account (IKZE),
- provide or change the bank account number for the tax refund,
- change/update your address of residence and the competent tax office
- and finally accept and submit the amended tax return.
Remember that in both the first and second case, you must verify whether the tax return has been successfully submitted and ensure that you can download the Official Confirmation of Receipt (UPO). The time for refunding any overpayment is counted from the moment the tax return is received in the KAS systems. If your return shows tax to be paid, you can make the payment directly in the Your e-PIT service (payment deadline expires on the last day of the filing period). However, this is only possible if your bank offers such an option.
- you can also reject the prepared tax return and file it yourself in another form; in this case, the tax return prepared in the Your e-PIT service will not be taken into account.
If the information from the tax remitters shows only tax-exempt revenue (youth relief, return relief, relief for families 4+, relief for working seniors), your tax return will not be automatically accepted;
- you can also do nothing — after the deadline for submitting the tax return, the prepared tax return will be automatically accepted. This will mean that it has been submitted.
PIT-38:
- you can accept and send it unchanged
- you can make changes to the tax return, for example:
- report losses carried forward,
- change or indicate a public benefit organization (OPP) to donate 1.5% of your tax, and indicate a specific purpose,
- provide or update the bank account number to which any overpayment is to be transferred
- and finally accept and submit the amended tax return.
Remember that in both the first and second case, you must verify whether the tax return has been successfully submitted and ensure that you can download the Official Confirmation of Receipt (UPO). The time for refunding any overpayment is counted from the moment the tax return is received in the KAS systems. If your return shows tax to be paid, you can make the payment directly in the Your e-PIT service to you micro-account indicated in the service. The payment deadline expires on the last day of the filing period. However, this is only possible if your bank offers such an option.
- you can also reject the prepared tax return and file it yourself in another form; in this case, the tax return prepared in the Your e-PIT service will not be taken into account;
- you can also do nothing — after the deadline for submitting the tax return, the prepared tax return will be automatically accepted. This will mean that it has been submitted.
PIT-36:
- you can accept and send it unchanged;
- if you have registered business activity or special branches of agricultural production (even if the activity is suspended), or if you earned revenue without the involvement of a tax remitter, revenue from the sale of processed plant and animal products, or revenue from non-registered business activity, you can complete the tax return by reporting revenue, tax-deductible expenses, and advance tax payments;
- you can also:
- report losses carried forward,
- change the filing method to joint with a spouse or as a single parent,
- change or indicate a public benefit organization (OPP) to donate 1.5% of your tax, and indicate a specific purpose,
- change the data in the child relief or add this relief, if eligible,
- add reliefs, exemptions or deductions, such as those related to business activity, donations, expenses incurred for rehabilitation, thermal modernization, or contributions to the individual pension security account (IKZE),
- for revenue from business activity or special branches of agricultural production, complete information on the tax due and verify the reported payments;
- and finally accept and submit the amended tax return.
Remember that, in all cases, you must verify whether the tax return has been successfully submitted and ensure that you can download the Official Confirmation of Receipt (UPO). The time for refunding any overpayment is counted from the moment the tax return is received in the KAS systems. If your return shows tax to be paid, you can make the payment directly in the Your e-PIT service (payment deadline expires on the last day of the filing period). However, this is only possible if your bank offers such an option.
- you can reject the prepared tax return and file it yourself in another form. In this case, the tax return prepared in the Your e-PIT service will not be taken into account.
Remember! The PIT-36 return is not automatically accepted!
PIT-36L:
- you must report yourself in the tax return your revenue, tax-deductible expenses related to business activity or special branches of agricultural production conducted in your own name or within a partnership, as well as the amounts for social and health insurance premiums, provided they were not recognized as tax-deductible expenses—even if the business activity is suspended;
- you can report losses carried forward,
- you can change or indicate a public benefit organization (OPP) to donate 1.5% of your tax, and indicate a specific purpose;
- you can add reliefs, exemptions or deductions related to your business activity, thermal modernization, or contributions to the individual pension security account (IKZE),
- and finally accept and submit the amended tax return.
Remember that in both the first and second case, you must verify whether the tax return has been successfully submitted and make sure you can download the Official Confirmation of Receipt (UPO). The time for refunding any overpayment is counted from the moment the tax return is received in the KAS systems. If your return shows tax to be paid, you can make the payment directly in the Your e-PIT service (payment deadline expires on the last day of the filing period). However, this is only possible if your bank offers such an option.
- you can reject the prepared tax return and file it yourself in another form.
In this case, the tax return prepared in the Your e-PIT service will not be taken into account.
Remember! The PIT-36L return is not automatically accepted!
PIT-28:
- you must complete your tax return with:
- revenue from business activity conducted in your own name or within a partnership,
- revenue from ordinary lease, usufructuary lease, or
- revenue from the sale of processed plant and animal products;
- social insurance premiums paid, provided they were not deducted in another tax return;
- health insurance premiums paid;
- amounts of lump-sum tax due;
- you can report losses carried forward;
- you can change or indicate a public benefit organization (OPP) to donate 1.5% of your tax, and indicate a specific purpose;
- you can add tax reliefs and deductions you are entitled to, such as donations, expenses incurred for rehabilitation, thermal modernization, contributions to the individual pension security account (IKZE);
- you can verify and amend the lump-sum tax payments indicated in the tax return;
- you can provide or update the bank account number to which any overpayment is to be transferred
- and finally accept and submit the amended tax return.
Remember that in both the first and second case, you must verify whether the tax return has been successfully submitted (received the 200 status) and make sure you can download the Official Confirmation of Receipt (UPO). The time for refunding any overpayment is counted from the moment the tax return is received in the KAS systems. If your return shows tax to be paid, you can make the payment directly in the Your e-PIT service. The payment deadline expires on the last day of the filing period. However, this is only possible if your bank offers such an option.
- you can reject the prepared tax return and file it yourself in another form. In this case, the tax return prepared in the Your e-PIT service will not be taken into account.
Remember! The PIT-28 return is not automatically accepted!