Publication date: 27.06.2024
Taxation of real estate in Poland: what Ukrainian owners need to know
Introduction
Poland is becoming increasingly popular among Ukrainians as a country for real estate investment. However, property owners should be aware of the rules and laws regarding taxation. Failure to follow these rules can lead to financial losses and legal problems. In this article, we will look at the examples of five different clients from Ukraine who turned to Legal Marketplace Consultant LLC for help to show the importance of timely seeking professional legal support.
Case 1: Oleksii
legal opinion on the situation
Oleksiy, a citizen of Ukraine, bought an apartment in Warsaw for rent. He turned to LLC "Legal Marketplace Consultant" for advice on taxation of rental income.
legal analysis of the situation
The company's lawyers conducted a legal analysis of Oleksiy's situation, taking into account his status as a non-resident of Poland and the requirements of Polish tax legislation. It was established that rental income is taxed at the rate of 8.5% on income up to PLN 100,000 and 12.5% on income exceeding this amount.
legal opinion
Based on the analysis, the lawyers prepared a legal opinion in which the procedure for declaring rental income and paying taxes was described in detail.
written legal advice
Oleksiy received written legal advice with a detailed description of all the necessary steps to comply with tax requirements in Poland. In particular, it was explained how and when to submit a tax return, as well as which expenses can be taken into account when determining taxable income.
Case 2: Iryna
writing a lawyer request
Iryna, a citizen of Ukraine, bought a house in Krakow and wanted to know about possible tax benefits. She turned to LLC "Legal Marketplace Consultant" for help in studying the issue of benefits.
lawyer's request
The company's lawyers have prepared a lawyer's request to the relevant tax authorities of Poland in order to obtain an official clarification on possible tax benefits for foreigners.
lawyer's opinion
After receiving the answer, the lawyer came to the conclusion that Iryna can take advantage of tax benefits based on the intergovernmental agreement between Poland and Ukraine, if she is a tax resident of Poland. It was also stated that in order to receive benefits, it is necessary to prove permanent residence in the country during a certain period.
written consultation of a lawyer
Iryna received a written consultation from a lawyer, which describes in detail the process of obtaining tax benefits and the necessary steps to legalize her status as a tax resident of Poland. In particular, it was indicated what documents to collect and where to apply for confirmation of one's status.
Case 3: Dmytro
analysis of the situation by a lawyer
Dmytro, a citizen of Ukraine, was planning to sell his apartment in Wroclaw and wanted to know the tax consequences of this move. He turned to LLC "Legal Marketplace Consultant" for help in understanding the tax consequences of selling real estate.
legal analysis of the situation
The company's lawyer conducted a detailed legal analysis of Dmytro's situation, taking into account the requirements of Polish legislation regarding the taxation of the sale of real estate. It was found that when selling real estate within 5 years from the moment of purchase, Dmytro must pay income tax in the amount of 19%.
lawyer's opinion
The lawyer prepared an opinion in which he described in detail the procedure for paying tax on income from the sale of real estate and possible ways to optimize the tax burden. It was also considered which expenses can be taken into account when determining taxable income.
legal advice online
Dmytro received legal advice online, where the lawyer explained all the details regarding the taxation of the sale of his property in Wrocław. It was also specified which documents need to be prepared for the tax inspection and which deadlines to follow for submitting declarations.
Case 4: Olga
analysis of the situation by a lawyer
Olga, a citizen of Ukraine, came to Poland and decided to invest in commercial real estate. She turned to Legal Marketplace Consultant LLC for help in understanding the tax accounting and reporting requirements for commercial real estate.
legal advice online
The lawyer of Legal Marketplace Consultant LLC provided Olga with written legal advice online, where she explained that in order to run a business with commercial real estate, she needs to register as an entrepreneur, keep tax records and submit regular tax reports. It was also considered what types of taxes apply to commercial real estate and what expenses can be taken into account when determining taxable income.
written consultation of a lawyer
Olga received written advice from a lawyer detailing the business registration process and tax reporting requirements for commercial real estate in Poland. Examples of typical mistakes to avoid and recommendations for optimizing the tax burden were also given .
Case 5: Sergey
legal opinion on the situation
Serhiy, a citizen of Ukraine, came to Poland and wanted to know the tax implications of owning real estate he inherited. He turned to LLC "Legal Marketplace Consultant" for advice on tax consequences.
legal analysis of the situation
The company's lawyers conducted a legal analysis of Serhiy's situation, taking into account his status as a foreigner and the requirements of Polish legislation regarding inheritance taxation. It was established that Serhiy must pay inheritance tax, the amount of which depends on the value of the property received and the degree of kinship with the previous owner.
legal opinion
Based on the analysis, the lawyers prepared a legal opinion in which the inheritance tax payment procedure and possible ways to optimize the tax burden were described in detail. The possibility of tax exemption for certain categories of heirs was also considered.
written legal advice
Serhiy received written legal advice with a detailed description of all the necessary steps to comply with tax requirements in Poland. Recommendations were also given regarding the submission of documents to the tax authorities and the terms of their submission.
Case 6: Halyna
legal opinion on the situation
Halyna, a citizen of Ukraine, owns several apartments in Poland and wants to know how to optimize her tax burden. She turned to LLC "Legal Marketplace Consultant" for advice on tax planning.
legal analysis of the situation
The company's lawyers conducted a legal analysis of Galina's situation, taking into account her status as a non-resident of Poland and the number of real estate properties. It was established that in order to optimize the tax burden, Galina can use tax benefits and deductions, which will reduce the total amount of taxes paid.
legal opinion
Based on the analysis, the lawyers prepared a legal opinion, which described in detail the possibilities of optimizing the tax burden through the use of benefits and deductions. The issue of the possibility of transferring part of the real estate to the management of another person in order to reduce tax liabilities was also considered.
written legal advice
Halyna received a written legal consultation with a detailed description of all the necessary steps to optimize the tax burden. Recommendations on keeping tax records and submitting declarations were also given.
Conclusion
Real estate taxation in Poland for Ukrainians is an important and complex process that requires compliance with numerous legal requirements and procedures. Applying for professional legal assistance to Legal Marketplace Consultant LLC allows you to avoid problems, ensure compliance with all necessary procedures and requirements, and also contributes to successful ownership of real estate. Cooperation with lawyers and advocates allows you to feel confident and protected, ensuring success in professional activities in Poland.
