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· 5 min· Paweł Woś

VAT Statistics for a Sole Proprietorship (JDG) in Poland 2026 — the 2 mln EUR Threshold and Reporting

VAT statistics for a sole proprietorship (JDG) in 2026. The 2 mln EUR threshold, the VAT-STAT form, data for the report, pitfalls. A practical guide.

VAT statisticsVAT-STATVATJDG2026

If your company has exceeded 2 mln EUR in annual net revenue, you must send an additional statistical report: VAT Statistics (the VAT-STAT form). This is a separate obligation beyond JPK_V7 that many entrepreneurs do not know about.

In this guide I explain who must report VAT statistics, what the report contains, and when to send it.

VAT statistics (VAT-STAT) — when must you file?

VAT statistics reporting (VAT-STAT form) is mandatory for large VAT taxpayers whose turnover in the previous year exceeded the 2M EUR threshold (~8.6M zł). The report is submitted quarterly, broken down by PKD codes and counterparties’ countries.

Turnover threshold
2,000,000 EUR
~8.6M zł
Turnover in the previous tax year. Above this threshold — VAT-STAT is mandatory.
VAT-STAT form
VAT-STAT
Quarterly
Filed by the 25th day of the month after the quarter (together with JPK_V7K or separately).
Who must file VAT-STAT?
  • Taxpayers with turnover above 2M EUR in the previous year
  • Active VAT taxpayers (individuals, companies, partnerships)
  • Holders of foreign VAT IDs doing business in Poland

Data in the report

1Revenue breakdown by PKD codes
2Transaction breakdown by counterparties’ countries
3Value of domestic goods and services
4Value of ICA, export, and import transactions
5Summary of output VAT amounts

Exempt: taxpayers not registered as active VAT payers; private individuals not running a business.

Important: Failure to file VAT-STAT or delays can result in sanctions (up to 48,000 zł under KKS). The form is part of the enhanced statistical reporting obligation for large taxpayers, introduced under the EU e-commerce directive.

Let’s check if VAT-STAT applies to you.

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2M EUR threshold: Council Implementing Regulation (EU) No 282/2011 Art. 273 and national statistical regulations. EUR/PLN rate: NBP average rate on the first business day of the year. Legal status: 2026. Indicative conversion given.

Who must send VAT statistics?

The 2 mln EUR threshold

The obligation applies to VAT taxpayers whose annual net revenue (the value of net sales without VAT) exceeds the equivalent of 2 mln EUR.

In 2026, 2 mln EUR = ~8 600 000 zł (at the ECB rate).

How to count revenue?

You include in revenue:

  1. Value of taxed sales (net)
  2. Value of exempt sales (net)
  3. Intra-community supply of goods (WDT)
  4. Export of goods

You do not include:

  • VAT (revenue is net)
  • Intra-community acquisitions (WNT — this is a purchase, not a sale)

When does the obligation begin?

If in 2025 your net revenue exceeded 2 mln EUR, in 2026 you must send VAT-STAT every quarter.

What does VAT-STAT contain?

The VAT-STAT form contains statistical data on the structure of sales and purchases:

Sales part

  1. Value of sales by PKD — how much revenue falls under each PKD code
  2. Value of sales by buyer country — Poland, EU, outside EU
  3. Number of invoices — how many sales invoices were issued
  4. Average invoice value

Purchase part

  1. Value of purchases by PKD — how much purchases per PKD code
  2. Value of purchases by supplier country
  3. Number of cost invoices
  4. Average purchase invoice value

VAT part

  1. Output VAT (from sales)
  2. Input VAT (from purchases)
  3. VAT proportion (if mixed activity)

When and how to send VAT-STAT?

Deadlines

  • Quarterly — by the end of the month after the quarter (30 April, 31 July, 31 October, 31 January)
  • Annually — by 31 January of the following year (annual VAT-STAT report)

How to send?

  1. Via the e-Tax Office (electronic form)
  2. Via accounting software (if it supports VAT-STAT)
  3. XML file per the Ministry of Finance schema

Pitfalls

1. The threshold is in EUR, not PLN

The 2 mln EUR threshold is converted at the ECB rate on the first business day of the year. In 2026 the rate may differ from 2025 — check the current rate.

2. Revenue is not counted like PIT

VAT-STAT includes net sales (without VAT) but also includes exempt sales. This is a different definition than revenue in PIT (where corrections are subtracted).

3. The VAT-STAT form is not part of JPK_V7

This is a separate file and a separate submission. Do not assume your accounting software sends it automatically together with JPK_V7.

4. Missing VAT-STAT = penalty

Missing VAT-STAT is a fiscal offense subject to a penalty. Even if you pay the fine, you still must file the report.

5. First year without obligation

If you only crossed 2 mln EUR this year, the VAT-STAT obligation begins the following year. In the year of crossing, you do not send VAT-STAT.

FAQ

Does VAT-STAT apply to ryczałt taxpayers?

Yes, if a ryczałt taxpayer is registered as a VAT taxpayer (voluntarily) and has exceeded 2 mln EUR in net revenue.

Can I send VAT-STAT voluntarily, even though I don't have to?

Yes. You can send it voluntarily if you want full documentation. But this is extra work without an obligation.

Is VAT-STAT related to KSeF?

Not directly. But data from KSeF (electronic invoices) can make filling out VAT-STAT easier, because the system already has all invoices.

Does the 2 mln EUR threshold apply to an entire corporate group?

No, it is counted per entity (per NIP (tax identification number)). Each company/JDG counts separately.

Need help with VAT-STAT?

Oxyok accounting — from 49 zł + VAT per month. We will help you determine whether you must send VAT-STAT, how to fill it out, and make sure everything is correct.

Write to: [email protected]

Disclaimer: The 2 mln EUR threshold and VAT-STAT requirements may change. This article is informational in nature — before making a decision, consult an accountant.

Questions about accounting?

I run accounting for sole proprietors from 49 zł + VAT per month.

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VAT Statistics for a Sole Proprietorship (JDG) in Poland 2026 — the 2 mln EUR Threshold and Reporting