PIT via the Internet - can it be successfully filed?

Service-Tax

Sending declarations via the Internet is the fastest and most convenient way to settle accounts with the tax office. Statistics show that more and more people settle accounts with the US without leaving their home. After reading the article below, it will not take you more than 10 minutes to prepare and send your PIT declaration online!

PIT over the Internet - online declarations without a qualified electronic signature?

Entrepreneurs have the option of sending annual declarations by electronic means in a completely free and secure manner. In addition, without the need to have a secure qualified signature, you can send (together with attachments), among others:

  • PIT-28 - a declaration on the amount of income obtained, the amount of deductions made and the lump sum due on recorded income,

  • PIT-36 - declaration on the amount of income obtained (loss) in the tax year (progressive tax),

  • PIT-36L - declaration on the amount of income earned (loss) in the tax year for taxpayers conducting non-agricultural business activity (flat tax),

  • PIT-37 - declaration on the amount of income earned (loss) in the tax year,

  • PIT-38 - declaration on the amount of income earned (loss) in the tax year,

  • PIT-39 - declaration on the amount of income earned (loss) - applies to income from the sale of real estate and property rights for consideration, acquired or built after December 31, 2008,

  • PIT-4R - annual declaration of collected advance payments for income tax,

  • PIT-8AR - annual flat-rate income tax declaration,

  • PIT-8C - information on some income from capital funds,

  • PIT-11 - information on income and on the collected advance payments for income tax.


Annual income tax declaration on general terms (PIT-36) should be submitted to the Tax Office by April 30 for the previous year.
The annual flat income tax declaration (PIT 36L) must be submitted to the Tax Office by April 30 for the previous year.
The annual flat-rate income tax declaration (PIT 28) should be submitted to the Tax Office by the end of February for the previous year.
PIT 8AR declaration should be made by January 31 for the previous year.
The PIT 4R declaration should be made by January 31 for the previous year.

PIT over the Internet - necessary data

When sending a PIT declaration via the Internet, the taxpayer enters at least the following data:

  • first name and last name,

  • date of birth,

  • tax identifier (NIP or PESEL),

  • the amount of income in the tax return or annual tax calculation for the tax year two years earlier than the year in which the declaration was submitted.

Example 1.

Taxpayer X submits the annual tax return in the PIT-36 electronic form for 2020 (tax return filed in 2021).In this situation, when sending electronic mail, he enters the amount of income from the PIT declaration for 2019.

PIT via the Internet using the wfirma.pl system

Users of the wfirma.pl system as well as taxpayers who want to use this functionality of the system can generate annual business statements based on booked economic operations or manually completed data. To do this, just go to the tab: START »TAXES» ANNUAL DECLARATIONS »ADD A DECLARATION and select one of the available forms:

  • Annual income tax declaration on general terms (PIT-36),

  • Annual flat income tax declaration (PIT 36L),

  • Annual flat-rate income tax declaration (PIT 28),

  • Annual collective employee income declaration (PIT 4R),

  • Annual collective declaration on the flat-rate income tax of contractors (PIT 8AR).

Then a window will appear in which you should indicate the period and purpose of submitting the declaration. In the case of annual returns of the entrepreneur, it is possible to manually modify the data collected by the system. However, in the case of annual employee returns, it is necessary to complete the data in the system, because they are automatically entered.

Then, to send your PIT via the Internet to the tax office directly from the in-company system, go to the tab: START »TAXES» ANNUAL DECLARATIONS, where you select the generated annual tax return and select the SEND / EXPORT »SEND TO OFFICE option in the top menu. In the window that appears, go to the WITHOUT SIGNATURE tab, check the authorization data and use the SEND TO THE OFFICE option.

In a situation where the parcel is correctly transferred to the tax office, a green envelope will appear and thus the system will enable the collection of the UPO (official confirmation of receipt). To do this, select the declaration and select the DOWNLOAD UPO option from the top menu.