Cases
Case: VAT Refund in Poland
June 7th, 2025
Client’s request
The client required assistance with securing a VAT refund in Poland for an already established company, aiming to ensure a smooth and timely process with the refund being credited to their account promptly.
Client’s risks
The absence of a Polish bank account posed a significant hurdle in obtaining the VAT refund. Without a local bank account, there was a risk of delays or potential rejection of the refund by the tax authorities. Additionally, the client faced challenges with the tax office due to incomplete or missing documentation.
Our actions
We thoroughly examined the client’s situation and pinpointed the main obstacle: the lack of a Polish bank account. We provided recommendations on selecting a suitable banking partner and guided the client through the process of opening an account.
Once the account was established, our accounting team prepared the proper VAT refund application and submitted it to the tax authorities. We ensured all communication with the tax office was handled efficiently, following up throughout the review and verification stages to ensure no delays occurred.
Tetiana
LFT Advisors manager
Result
The client successfully received the VAT refund. The establishment of a Polish bank account not only resolved the immediate issue but also simplified future financial transactions for the company. The business was able to continue operations without any payment delays, enjoying better control over its tax processes moving forward.
