If you’re an Irish resident seeking to claim a year-end tax refund, follow these steps:
- Access Revenue’s myAccount: Log in to your myAccount on the Revenue website. If you don’t have an account, you can register for one on the same site.
- Review Your Preliminary End of Year Statement: Once logged in, navigate to the ‘PAYE Services’ section and select ‘Review your tax’. Here, you’ll find your Preliminary End of Year Statement, which indicates whether you’ve overpaid or underpaid tax for the year.
- Request a Statement of Liability: To confirm any refund due, request a Statement of Liability. This document provides a comprehensive overview of your tax position for the year.
- Complete an Income Tax Return: If you’ve overpaid tax, you’ll need to complete an Income Tax Return to claim your refund. In the ‘PAYE Services’ section, select ‘Income Tax Return’ and provide the necessary details, including any additional income, tax credits, or reliefs you’re entitled to.
- Submit Your Return: After filling in the required information, submit your return through myAccount. Revenue will process your claim and issue any refund due.
Additional Tips:
- Claim Eligible Tax Credits and Reliefs: Ensure you’ve claimed all applicable tax credits and reliefs, such as medical expenses, tuition fees, or the Rent Tax Credit. For instance, the Rent Tax Credit allows eligible renters to claim up to €1,000 per year, increasing to €2,000 for jointly assessed couples in 2024-2025.
- Keep Records: Maintain receipts and documentation for any expenses you’re claiming, as Revenue may request evidence to support your claims.
- Time Limits: You can claim tax refunds for the previous four tax years. For example, in 2025, you can claim for years 2021 to 2024.
By following these steps and ensuring all information is accurate, you can efficiently claim any tax refunds you’re entitled to.