Tax Refund Form Test - First Accounts Ireland

PERSONAL DETAILS

Marital Status*Your marital status can affect the way your tax is calculated.

Do you have a medical card?*If you hold a Medical Card you can get a reduced rate of USC. In 2020, the reduced USC rates are: - 0.5% on the first €12,012 - 2% on the balance

Where you resident in Ireland during this year?*Only residents* of the Republic of Ireland are liable to pay income tax and therefore could have a tax refund. If you were non resident in the year please do not complete this form. If you were partially resident we will contact you for more information if you decide to purchase our service. * some exceptions apply.

Does your spouse have a medical card?If your spouse / civil partner holds a Medical Card they can get a reduced rate of USC. In 2020, the reduced USC rates are: - 0.5% on the first €12,012 - 2% on the balance

Date of marriage/civil partnership

Date of seperation

Date of divorce

Date of death

If "no", please give details

EXPENSE CLAIMS

Amount of Medical Expenses incurred?You can claim relief on the cost of health expenses. These can be your own health expenses, those of a family member or any individual’s, as long as you paid for them. You cannot claim relief for any amounts that you have already received, or will receive from: - any policy of insurance - a public or local authority, for example, the Health Service Executive (HSE) - any other source, such as a compensation payment. You generally receive tax relief for health expenses at your standard rate of tax (20%). Nursing home expenses are given at your highest rate of tax (up to 40%). More information here

Amount paid by employer for Medical Insurance?If you pay medical insurance directly to an approved insurer, tax relief is available. Qualifying medical insurance policies can be for: - health insurance - dental insurance - health and dental insurance combined. You do not need to claim the tax relief from Revenue. The relief is given as a discount on the cost of the policy, regardless of who the policy is for. This is known as tax relief at source (TRS). Relief available The relief available depends on whether the policy is for an adult or a child. Adult policy Relief available is equal to the lesser of either: - 20% of the cost of the policy - 20% of €1,000 (equal to a credit of €200). Child policy Relief available is equal to the lesser of either: - 20% of the cost of the policy - 20% of €500 (equal to a credit of €100). For the purposes of this relief, a child is any individual under 21 years of age. Policies paid by employers (as a benefit-in-kind) Your employer may choose to pay medical insurance to an approved insurer for you or your family as a benefit-in-kind. If they do, you will: - be taxed on the gross value of the policy or policies - need to claim medical insurance tax relief from Revenue as it was not given at source. More information here: https://www.revenue.ie/en/personal-tax-credits-reliefs-and-exemptions/health-and-age/medical-insurance-premiums/index.aspx

Amount paid in Nursing Home expenses?You may claim Income Tax (IT) relief on nursing home expenses paid by you. You can claim this relief as a deduction from your total income if the nursing home provides 24-hour on-site nursing care. This means that the portion of your income which is taxable at your highest rate of tax is reduced. The amount of relief you can claim at 40% or 20% therefore depends on the amount of tax you paid at either rate. More information here: https://www.revenue.ie/en/personal-tax-credits-reliefs-and-exemptions/health-and-age/health-expenses/nursing-home-and-additional-nursing-care-expenses.aspx

Amount of Personal Pension Contributions made outside of payroll?You can get Income Tax (IT) relief against earnings from your employment for your pension contributions (including Additional Voluntary Contributions (AVCs)). Pension contributions to these types of pension plans: - Occupational pension schemes - Personal Retirement Savings Accounts (PRSAs) - Retirement Annuity Contracts (RACs) - Qualifying overseas plans. This is subject to certain limits. IT relief is given at your ‘marginal’ (highest) IT rate. There is no relief from Universal Social Charge (USC) or Pay Related Social Insurance (PRSI) for employee pension contributions. More information here: https://www.revenue.ie/en/jobs-and-pensions/pensions/tax-relief-for-pension-contributions.aspx

Amount paid to an Income Protection Scheme?You can get tax relief on your income protection premium at your marginal (highest) rate of tax, up to a yearly limit of 10% of your total income.

TAX CREDITS AND & OTHER CLAIMS

Were you a Single Parent?If you care for a child on your own, you may be able to claim the Single Person Child Carer Credit (SPCCC). This child may be: - your own child - an adopted child - any child that you support and maintain at your own expense. Only one parent or guardian of a child can claim the SPCCC in a tax year. You may only claim one credit, even if you care for more than one child. This credit came into effect on 1 January 2014. The value of this tax credit is €1,650 per year. This will reduce the tax you pay by €31.73 per week. You may also be entitled to an increased rate band of €4,000. This is an additional €4,000 at the 20% tax rate. If you are due the SPCCC, then you are automatically due the increased rate band. More information here: https://www.revenue.ie/en/personal-tax-credits-reliefs-and-exemptions/children/single-person-child-carer-credit/index.aspx

Child's name(s)

Child's PPS number(s)

Child's date of birth

Name of school(s) attending

Do you have an incapacitated child?The Incapacitated Child Tax Credit is available to the parent or guardian of a child: - who is permanently incapacitated, either physically or mentally and - where there is a reasonable expectation that the child will be unable to maintain themselves when over 18. If you have more than one child who is permanently incapacitated, you may claim a credit for each child. If a child is maintained by more that one person, the tax credit is divided between them. More information here: https://www.revenue.ie/en/personal-tax-credits-reliefs-and-exemptions/children/incapacitated-child-credit/index.aspx

Child's name(s)

Child's PPS number(s)

Child's date of birth

Nature of incapacitation

Do you have a Dependant Relative?You may claim this credit if you maintain a relative at your own expense. You can claim for your relative, or a relative of your spouse or civil partner. Maintains at his or her own expense means meeting the costs of everyday living. You must substantially maintain your relative where they cannot maintain themselves. The relative you claim for must be your, or your spouse's or civil partner's: - relative, who is unable to maintain themselves due to incapacity by old age or infirmity - widowed father or widowed mother, whether incapacitated or not - parent who is a surviving civil partner, whether they are incapacitated or not - child who lives with you and on whose services you depend due to your old age or infirmity. There is no requirement for the relative to live in Ireland to qualify for this credit. However, if you are claiming for your child on whose services you depend, that child must live in Ireland with you. You cannot generally claim the credit for your child, unless they live with you and are your carer. In this case your child’s income cannot exceed €15,740. If you are claiming for a relative who resides outside of Ireland you must be able to prove that you substantially maintain this relative. You should also be able to prove that the relative is incapacitated by old age or infirmity from maintaining themselves in relevant cases. You can receive a tax credit of €245 with effect from 1 January 2021 (€70 for previous years). You will not receive a tax credit if your dependent relative's income exceeds €15,740 with effect from 01 January 2021 (€15,060 for 2020). All of your dependent relative's income is included for the income limit purposes. This includes their social welfare payments, pensions and deposit interest. If more than one person maintains the dependent relative, the credit is divided between or among them. More information here: https://www.revenue.ie/en/personal-tax-credits-reliefs-and-exemptions/health-and-age/dependent-relative-tax-credit/index.aspx

Relationship to relative

Amount of income earned (if any, including social welfare & pension)

Source of income

Did you pay for private rented accommodation?Up to 31 December 2017, you could claim a tax credit if you paid for private rented accommodation. This included rent paid for flats, apartments or houses. It did not include rent paid to local authorities or the army. You could only claim the tax credit if you were renting on 7 December 2010. Rent Tax Credit ended on 31 December 2017. We will contact you for further details if you want to avail of this tax credit. More information here: https://www.revenue.ie/en/personal-tax-credits-reliefs-and-exemptions/land-and-property/rent-credit/index.aspx

Were you renting on 7 December 2010?

Give details (tenancy start/end dates, monthly rent, landlord name, landlord PPS, address of property(ies))

How much did you pay in Tuition Fees?You can claim tax relief on qualifying fees (including the student contribution) that you have paid for third level education courses. The qualifying fees must be paid for an approved course at an approved college. Other charges and levies do not qualify for relief such as: - administration fees - student centre levy - sports centre charge - USI (Union of Students in Ireland) levy. You may be the student, or you may pay the fees on the student's behalf. However you can only claim the relief if you are the person who actually paid the fees. The maximum amount you can claim is €7,000 per course, per person, per academic year. Each claim is subject to a single disregard amount of €3,000 or €1,500 each tax year. The first €3,000 is disregarded for of a full-time student or €1,500 for of a part-time student. If you have paid fees for more that one student, this disregard amount will only be deducted from your claim once. More information here: https://www.revenue.ie/en/personal-tax-credits-reliefs-and-exemptions/education/tuition-fees-paid-for-third-level-education/index.aspx

Name of College

Name of Course

Part-Time or Full-Time?

Number of courses paid for

Please enter a number from 0 to 10.

Give more details as necessary

State amount of non-PAYE income earned here:You may have a side-gig or received income from another source that was not tax at sourced. You need to declare this income to Revenue and pay tax on it. NOTE: this may reduce or completely use up any potential refund of tax you need. If this is the case and you still want us to complete your tax return please contact us at: taxrefunds@firstaccounts.ie

Description of income

Have you worked from home?Remote working is where you are required to work: - at home on a full-time or part-time basis - part of the time at home and the remainder in your normal place of work. Remote working involves: - working for substantial periods outside your normal place of work - logging onto a work computer remotely - sending and receiving email, data or files remotely - developing ideas, products and services remotely. If you are a remote worker, your employer may pay you up to €3.20 per day. If your employer does not make payment of €3.20 or pays you less than your allowable costs, you can claim Remote Working Relief. You can claim for: - 10% of the cost of electricity and heat incurred (apportioned based on the number of days worked at home over the year) - 30% of the cost of broadband incurred, apportioned based on the number of days worked at home over the year. This concession, commencing in the tax year 2020, will apply for the duration of the pandemic. More information here: https://www.revenue.ie/en/jobs-and-pensions/eworking/index.aspx

Total paid for broadband

Total paid for electricity and heat

Days worked remotely

Please enter a number less than or equal to 233.

Please let us know any other information you think is relevant:If you are unsure of something please let us know here!

EMPLOYMENT DETAILS

Number of dependent children

What sector do you work in?

What sector does your spouse work in?

Total gross wages (self)

Total PAYE paid (self)

Total USC charged (self)

Total USC paid (self)

Total gross wages (spouse)

Total PAYE paid (spouse)

Total USC charged (spouse)

Total USC paid (spouse)

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Income

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Other Income

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Total Income

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Medical Insurance 2020

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Medical Insurance 2020 Calculation > 200

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Medical Insurance 2020 Calculation < 200

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Single Parent 2020

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Dependent Relative

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Incapacitated Child

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Remote Working

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Tuition Fees Greater than 7k Full Time

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Tuition Fees Greater than 7k Part Time

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Tuition Fees (Full Time)

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Tuition Fees (Part Time)

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Tuition Fees Total

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PAYE charge total 2020

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PAYE charge ( < 35300) 2020

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PAYE charge > 35300 2020

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PAYE charge ( < 35300) 2020 Seperated

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PAYE charge > 35300 2020 Seperated

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PAYE charge ( < 35300) 2020 Divorced

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PAYE charge > 35300 2020 Divorced

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PAYE charge ( < 35300) 2020 Widowed

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PAYE charge > 35300 2020 Widowed

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PAYE charge ( < 39300) 2020

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PAYE charge > 39300 2020

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PAYE charge ( < 44300) 2020

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PAYE charge > 44300 2020

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PAYE charge ( < 70600) 2020

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PAYE charge > 70600 2020

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income for USC charge 2020 total

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income for USC charge < 12012 (2020)

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income for USC charge < 20687 and > 12012 (2020)

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income for USC charge < 70362 and > 20687 (2020)

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income for USC charge > 70362 (2020)

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income for USC Charge under 60k and Medical card

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USC charge (2020)

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Tax Credits 2020 - Single

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Tax Credits 2020 - Married (One Income)

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Tax Credits 2020 - Married (Two Incomes)

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Tax Credits

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PAYE charge

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Tax Credit Cap

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Tax Credits (less than PAYE charge)

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Tax Credits (greater than PAYE charge)

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Tax Credits Total

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PAYE paid

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USC paid

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(Under)/Over Payment of Tax

Tax Refund Form 2020

PERSONAL DETAILS

EXPENSE CLAIMS

TAX CREDITS AND & OTHER CLAIMS

EMPLOYMENT DETAILS

Our Address

Knowledge

Company

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