Wedding Gifts and Donations. Can newlyweds who ask for charitable donations instead of flowers benefit from a tax deduction? How does donation relief work in such cases? What documents are required? A recent article in Rzeczpospolita featured a comment by Piotr Sekulski, PhD addressing this very topic.
The article, available at the following link, contains many useful insights on the tax treatment of wedding-related donations (wedding gifts and donations).
tax advisor Piotr Sekulski, PhD
„Yes, they can. The money received from guests becomes the newlyweds’ property, and if they donate it to a charitable organization, it qualifies as a classic donation. Such donations made for noble causes can be deducted from income in the annual PIT return, provided all conditions listed in the PIT Act are met.
However, if donations are collected in a box and handed over directly to the organization’s representative, the deduction does not apply. The newlyweds must transfer the funds themselves to the organization’s bank account.”
tax advisor Piotr Sekulski, PhD
“(…)The donation amount must be entered in the PIT/O attachment along with the recipient’s details, and it is deducted from income (or revenue, for lump sum taxpayers). According to the tax office, if the transfer is made from one spouse’s account but includes both names in the transfer title, both spouses can claim the deduction. The deduction may be denied if only one spouse is listed and the other wants to claim it. However, it seems reasonable that if the money comes from joint assets, both spouses should be considered donors.”
Want to know more about donation deductions or tax benefits in Poland?
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