Smart Deals - promotions, discount codes and sales

Donation Tax Calculator

Fast, accurate and free online tax from donation tax calculator tool running directly in your browser.

Secure (SSL)
Client-Side Processing
100% Free
Instructions
  • 1
    Enter data
    Enter content, paste text or load a file from disk.
  • 2
    Click the button
    The tool will immediately process your data in the browser.
  • 3
    Get the result
    Copy the finished text or save the file to your device.
function runTool() {
  return "Result ready in 0.1s";
}
Enter the value of the donation and the tax group and we will calculate the tax due.

Rate this tool:

Related tools

Other tools you may find useful

How much is the donation tax?

Donation tax depends ontax group(kinship) and the value of the donation above the tax-free amount. The calculator uses the current tax-free amounts (calculated from the sum of donations from one person over 5 years) and the progressive tax scale applicable in 2026.

Free amounts 2026

  • group I(spouse, children, grandchildren, parents, siblings, parents-in-law): PLN 36,120,
  • group II(extended family, e.g. aunt, uncle, nephew): PLN 27,090,
  • group III(foreign persons): PLN 5,733.

Exemption for the immediate family (group 0)

The immediate family (spouse, children, grandchildren, parents, grandparents, siblings, stepson, stepfather, stepmother) may benefit fromtotal tax exemption with no limit on the amount of- provided that the donation is reported on the SD-Z2 form within 6 months (if it exceeds the amount free) and documenting the transfer.

Tax scale

Tax is charged on the surplus over the tax-free amount: in group I it is 3-7%, in group II 7-12%, and in group III 12-20%, according to the thresholds of PLN 11,833 and PLN 23,665.

Who belongs to which tax group?

The level of tax depends on the degree of relationship between the donor and the recipient. The Inheritance and Donation Tax Act divides taxpayers into three groups, and within group I it also distinguishes "group 0" - the immediate family with the right to full exemption.

GroupWho is includedExempt allowance (5 years)
0spouse, children, grandchildren, parents, grandparents, siblings, stepson, stepfather, stepmotherexemption without limit (condition: SD-Z2 in 6 months)
Igroup 0 and parents-in-law, son-in-law, daughter-in-lawPLN 36,120
IIextended family: aunt, uncle, nephew, niece, siblings' children, parents' siblingsPLN 27,090
IIIunrelated and distant persons family (e.g. cohabitant, friend, neighbor)PLN 5,733

Free amounts in this amount are valid from July 1, 2023 and concernthe sum of donations from the same person over the last 5 years- they cannot be "renewed" every year.

Tax rates and thresholds

Tax is charged only on the surplus over the tax-free amount, according to a progressive scale with thresholds of PLN 11,833 and PLN 23,665:

Surplus over the tax-free amountGroup IGroup IIGroup III
up to PLN 11,8333%7%12%
PLN 11,833 – 23,665PLN 355.05 + 5% surplus over PLN 11,833PLN 828.40 + 9%PLN 1,420.00 + 16%
over PLN 23,665PLN 946.60 + 7% of the surplus over PLN 23,665PLN 1,893.30 + 12%PLN 3,313.20 + 20%

Example: donation of PLN 60,000 from uncle

The uncle belongs togroup II, so the tax-free amount is PLN 27,090. The tax base is PLN 60,000 − 27,090 =PLN 32,910. The surplus exceeds the second threshold (PLN 23,665), so we calculate the tax as follows: PLN 1,893.30 + 12% × (32,910 − 23,665) = 1,893.30 + 1,109.40 =PLN 3,002.70. The calculator will show exactly this result after entering the amount and selecting group II.

Donation of money, apartment and car - what to remember

  • Money:for the immediate family (group 0) to benefit from the exemption, a donation above the exempt amount must be documented byby transfer to an account or postal order. Cash delivered "in hand" does not meet this condition - the tax office consistently refuses to grant the exemption.
  • Apartment or house:donation of real estate requiresnotarial deed. The formalities are handled by the notary - as the payer, he collects any tax and reports the donation, so you do not submit SD-Z2 or SD-3.
  • Car:a written donation agreement is enough. The beneficiary from outside group 0 submits SD-3 within a month; the immediate family registers the car for SD-Z2 (6 months) if the value over the past 5 years exceeds PLN 36,120. Also remember to re-register your vehicle.

What are the penalties for not reporting? Penalty rate of 20%

If you do not report the donation and refer to it only during a tax audit (e.g. explaining the origin of the money for the purchase of an apartment), the office will charge a penalty rate ofof 20%on the entire basis - regardless of the tax group and instead of the usual scale. In addition, there is criminal and fiscal liability. Late submission of SD-Z2 after 6 months means irreversible loss of exemption for group 0 - the donation is then taxed as in group I.

FAQ

Is a donation from parents taxed?
No, if you report it to SD-Z2 within 6 months (for amounts over PLN 36,120) and document the transfer. The immediate family enjoys full leave.
How much donation tax must be paid?
From the surplus over the tax-free amount appropriate for the group: PLN 36,120 (I), PLN 27,090 (II) or PLN 5,733 (III), calculated over 5 years from the same person.
How to report a donation to the tax office?
The immediate family submits the SD-Z2 form (exemption), the rest - SD-3 and pay the tax. You have 6 months from receiving the donation to do so.
Install Webp.pl Have the tools in your own pocket!