How to claim income tax relief on Revenue.ie

22 Mar, 2024
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How to claim income tax relief on Revenue.ie

Step 1: Revenue Homepage

Revenue website. https://www.revenue.ie

To start, click “My account” at the top right hand corner of the page.

Step 5

Step 2: Sign In

  • This will bring you to the Sign In page.
  • If you have not yet registered on “My Account”, select “Register Now” and follow the instructions.
  • Once registered, submit your PPS number, Date of Birth and Password to sign in.
Step 2

Step 3: Home Screen

  • Once you have signed in, you will be brought to the home screen.
  • Select “Review Your Tax 2018-2021” link under PAYE Services.
Step 3

Step 4: Statement of Liability

  • From here, you can choose your tax year for which you wish to generate the Statement of Liability, using the dropdown functionality.
  • In the section titled “Statement of Liability”, click “Request”.
Step 4

Step 5: Preliminary End of Year Statement

  • From here, you will see a page with a breakdown of your tax payments from your chosen year.
  • It is recommended that your tax calculation has gone through before you proceed so that you can see whether there I an overpayment or underpayment of tax.
  • In this instance, the employee has a Nil balance
Step 5

Step 6: Income Tax Return

  • Scroll down to the bottom on that same page and click “Complete Your Income Tax Return”
Step 6

Step 7: What do I need to do?

  • You will then be brought to a page detailing the five steps needed to complete your Income Tax Return.
Step 7

Step 8: Personal Details

To start, review and edit (if necessary) Personal Details:

PPS number
Date of Birth
Civil Status
Residency
Contact details
Bank account details

Step 8

Step 9: PAYE & Non PAYE

  • You can choose to add income, tax and USC details for PAYE and non-PAYE income which are not already recorded by Revenue here.
  • Once you have checked your PAYE income and any non-PAYE income is recorded, click “Next”.
Step 9

Step 10: Tax Credits and Reliefs

Select the “Show more” in the “Your Job” Section.
Step 10

Step 11: Your Job

  • Once clicked, a lit of different tax options will appear.
  • Click “Select” in “Additional Voluntary Contributions” to proceed.
Step 11

Step 12: AVC contribution

  • Select the type of AVC Contribution you are looking for and enter your gross income and net relevant earnings.
Step 12 A
  • Input the amount of AVC you are paying. In this
  • example see €6,500 contribution.
  • Fill in the remaining sections, which includes any additional AVCs or tax reliefs you may claim through the main pension scheme.
  • This ensures you do not go over the age related limits.
Step 12 B

Step 13: Tax credits

  • Once completed, your tax credits will be updated to include your lump sum Additional Voluntary Contribution.
  • This is the amount of AVC paid by you in which relief has not already been granted.
Step 13
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