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Tax

Tax residency review

For individuals and entrepreneurs who have changed their place of residence or operate in more than one country and need their tax residency status established.

Fee
from 700 EUR net
Prices are net, in EUR. VAT depends on your status and place of establishment.

You can order this service directly, without a prior consultation. We confirm the scope and the fee before we start.

Request a quote Book a consultation first
A consultation is optional. To discuss your matter with a lawyer first, you can book a consultation for PLN 600 net + VAT. If you then order the work, its cost is credited against the project fee.

Before we start, we agree and confirm the scope and the fee. The price is indicative and does not constitute an offer within the meaning of the Polish Civil Code.

What it includes

  • Analysis of the place of residence, of the time spent in each country and of the economic ties with Poland and abroad
  • Determination of tax residency status in Poland and in the foreign countries concerned
  • Review of the tax obligations that follow from the status established
  • Identification of the returns and notifications required

What the price does not include

  • Preparation of the tax returns themselves (settlement work is taken over by a tax adviser)
  • Representation in tax proceedings (priced separately)
  • Tax planning advice (a separate service)

What you receive

  • A report stating the tax residency status
  • An account of the tax obligations in Poland and in the foreign countries concerned
  • Recommendations on the notifications and returns required
How it works

How the tax residency review works

Tax residency decides which country has the right to tax the income. Three stages.

  1. Collection of data

    We gather information on the place of residence, the time spent in each country in recent years, the sources of income and the economic ties.

  2. Analysis of the criteria

    We analyse the residency criteria under Polish law and under the applicable double taxation treaties.

  3. Determination of status

    We establish the residency status in Poland and in the foreign countries concerned and identify the notifications required.

Who the residency review suits

The review suits people who have moved abroad, work in several countries, or run a business abroad and are unsure whether they are tax residents of Poland. Residency status decides whether Poland imposes an unlimited tax liability, covering all income regardless of where it is earned, or only a limited liability, covering income earned within the territory of Poland. An error in establishing the status can draw sanctions from the tax authorities.

Residency criteria under Polish law

Polish law provides two independent residency criteria. The first is the centre of vital interests in Poland, meaning the centre of personal or economic interests. The second is a stay in Poland of more than 183 days in the tax year. Meeting either of them means tax residency. Where two states each treat the same person as their own resident, the order of resolution, that is permanent home, habitual abode and nationality, follows from the applicable double taxation treaty rather than from the Polish statute.

What you receive

The report states the status, the criterion on which it rests and the obligations that follow, together with the notifications and returns to be filed. Where the outcome depends on a treaty tie-breaker, we set out which rule decides and what evidence supports it. The fee covers the review; preparing the returns and representation in proceedings are priced separately.

What the fee depends on

  • Number of countries in which the person has tax ties
  • Complexity of the income structure (salary, business income, capital income)
  • Whether the person holds assets in more than one country (real estate, bank accounts)

We agree the fee individually, at an hourly rate or as a flat fee, and confirm it before we start.

Request a quote

To order this service, describe your matter. A consultation is not required. We confirm the scope and the fee before we start.

Information you share in connection with legal assistance is covered by the professional secrecy of advocates and attorneys-at-law under Polish law.

How to start

You can order this service directly or book a consultation first. A consultation is not required to order the service.

Book a consultationContact us