Gift Taxation Guidelines

Important information about tax implications when ordering gifts for clients and business partners

PIT-11 Reporting Requirements

Understanding when gift reporting is required

According to Polish tax regulations, gifts provided to individuals (clients, business partners, etc.) may be subject to income tax reporting requirements. The company is required to report gifts exceeding certain thresholds on a PIT-11 form.

Key Thresholds:

  • 200 PLN per gift: Individual gifts exceeding this value must be reported
  • 500 PLN cumulative per year: Total value of gifts to a single recipient exceeding this amount in a calendar year must be reported

Company Policy on Gift Giving

Internal guidelines for providing gifts to external parties

Ergo Hestia has established the following guidelines to ensure compliance with tax regulations and maintain appropriate business relationships:

Approval Requirements

Gifts exceeding certain thresholds require management approval:

  • 200-500 PLN: Department manager approval
  • 500-1000 PLN: Director approval
  • Over 1000 PLN: Executive approval

Documentation

All business gifts must be properly documented with:

  • Business purpose for the gift
  • Recipient information
  • Value and description of the gift
  • Date of delivery

Reporting Process

The process for reporting gifts for tax purposes:

  1. Complete the Gift Reporting Form in the company intranet
  2. Submit the form to your department manager for approval
  3. Finance department will review and process for tax reporting
  4. Records will be maintained for audit purposes

Frequently Asked Questions

For additional questions, please contact the finance department at finance@ehmarket.com

Last updated: April 15, 2024