Area of support / 08
Plan cross-border payments with the right documentation. We support withholding agents with Polish WHT analysis, tax relief verification, refunds and disputes.
Speak with our team+48 22 276 61 80Scope of support
We analyse dividends, interest, royalties and service fees. Not every cross-border payment is subject to WHT. The substance of the payment, its recipient and the applicable legal basis matter, not simply the invoice description.
We review domestic rules, the relevant tax treaty and the conditions for relief. Our assessment considers the evidence and circumstances of each payment.
We help examine the recipient’s role, activities and control over the income. Where beneficial ownership is relevant, the assessment goes beyond collecting a declaration.
We organise counterparty checks and records of decisions. We establish responsibilities for gathering and updating documents and identify circumstances requiring further analysis.
We assess whether payments fall within the collection-and-refund mechanism and examine available options. The analysis considers payment type, relationships, amounts and current statutory conditions.
We assist with applications and evidence concerning the payment, residence, recipient and basis for relief. We support responses to authority requests and the proceedings. Eligibility for an opinion or refund is assessed individually.
We examine the documentation and the authority’s position, prepare explanations and develop arguments. We support clients during audits, proceedings and challenges to decisions.
We identify payments, establish the legal basis, assess relief conditions and specify the evidence required. We then agree the proposed treatment and ongoing support. Changes in recipients, financing or group structure may call for a fresh review.
Your team contact
Advocate
Advocate and Associate at Russell Bedford. He has been with Russell Bedford Poland since 2017.
Explore the expert’s experience →Not always. Verification depends on the payment and the basis for relief. Additional documents and an assessment of the recipient may be necessary.
Preferably before the first payment or entering into financing or licensing arrangements. Support is also available after tax has been withheld and during audits.
Yes. We assess the grounds for a refund, prepare evidence and support the proceedings. Outcomes cannot be guaranteed without assessing the specific case.
Payment type and amount, recipient details and jurisdiction, relationships between the parties and the planned payment date. Confidential documents should be shared through an agreed secure channel.
This page provides general information. Recommendations require an individual review of the circumstances and applicable rules.
Our approach
We combine legal, tax, financial and operational perspectives, so recommendations are practical to implement — not merely correct on paper.
Contact
Tell us your objective, current stage and most important risks. We will select the right team and recommend the next steps.
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