Income Tax Questionnaire – Tax Year 2024Income Tax QuestionnairePersonal DetailsFirst NameLast NameEmailYour PPS NumberAddressAddress Line 1Address Line 2CityStateZip CodeCountrySelect CountryAfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelauBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Saint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDemocratic Republic of the Congo (Kinshasa)DenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacao S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRepublic of the Congo (Brazzaville)ReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (Dutch part)Saint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia/Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUgandaUkraineUnited Arab EmiratesUnited Kingdom (UK)United States (US)United States (US) Minor Outlying IslandsUnited States (US) Virgin IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabweYour Date of BirthMartial Status for TaxWhat is your marital Status:- Select -SingleMarried/Civil partneredMarried but living apart - if wholly or maintaining your spouseDivorced WidowedIf you are married or civil partnered, Revenue are now seeking the following details, please provide details to save us asking you later. Please provide your spouse's maiden name in this box please.Spouses PPS NumberDate of marriage/civil partnershipDid your personal circumstances change in the above tax year since last years return?? Yes NoIf you answered YES, please state what was your previous marital Status in the prior tax year:If your circumstances changed in the above tax year please provide the detailsMedical QuestionsDo you hold a full medical card? Yes NoDo you have private health insurance? Yes NoDo you have any medical expenses to be claimed for the above tax year? Yes NoIf YES please provide receipts and relevant Med 1's and Med 2's from your dentist and doctors where relevant. These can be uploaded at the end.Privacy PolicyPlease detail if you/your spouses employer paid medical insurance on your behalf.Other IncomeWhere you in receipt of rental income in the above tax year? Yes NoIf YES please provide full details and back up for income and expenses either using the upload button at the submission stageIf you have rental property, was any property rented out under the Social Welfare HAP Scheme. Yes NoWhere you in receipt of Pension Income during the above tax year? Yes NoIf YES please provide full detailsWhere you in receipt of any social welfare payments/benefits for the above tax year. Yes NoIf YES please provide full detailsWhere you in receipt of Deposit Interest please provide details in this box.Have you any other income that was untaxed in the above tax year? - (e.g. Irish Credit Union Divs, loans, investments and exempt income) Yes NoIf YES please provide full detailsCaptial GainsWhere you in receipt of capital gain/loss or gifts or inheritance in the year, that would be subject to Capital Gains Tax? Or to date in the current calendar year? Yes NoPlease detail here even if Capital Gain was paid or declared to Revenue but needs to be submitted on your tax return nowTax CreditsPlease select any additional tax credits listed below (select as many as required) - if none leave blankSingle Person child carer creditHome carer tax credit (includes caring for own children)Blind person tax creditIncapacitated child tax creditDependent relative tax creditMortgage interest tax creditPlease use the box below to supply additional details for the credits as required or queries you may have for us on this.Incapacitated child tax credit (state no. of children, then for each list out their DOB and PPS Number)Do you pay rent to a landlord or have you paid rent to your childs landlord if attending college for example. Yes NoDo you wish to make a claim for working from home? Yes NoIf you tick YES we will be in touch to discuss and obtain further details from you in order to make claim Did you pay Tuition fees in the above tax year? Yes NoIf YES please provide details belowDo you have any children? Yes NoIf so how many in the tax year in question.Elderly relatives that you care for directly? Yes NoHow many Incapacitated persons including own children?For each incapacitated person above please provide in the box beside the name and date of birth for each personPensionsDetails of any pension contributions made by you for the last full tax year and to date this year, also include if you plan on making one before the tax deadline to reduce your tax liability.Did you pay Charitable Donations in the above tax year of at least €250 (including church collections) Yes NoIf YES, please download a CHY form from Revenue which allows the charity to get tax back. You do not get a deduction, but the charity will benefit.Property Tax - Please tick the following boxes, if it is not applicable tick N/A option. Please note that failure to pay the Local Property Tax (LPT) that is due by the due date of the tax return will result in Revenue automatically charging a surcharge on your tax return!Are you satisfied you are receiving tax relief at source on your private residential mortgage if applicable? Yes No N/AHas the local property tax (LPT)/household charge/NPPR charge been paid where applicable on all property owned? Yes No N/AHave you made any claims under the Home Renovation Incentive Scheme? Yes No N/AAdditional details and assumptionsItems for our Attention/Specific queries (Please include here all details you feel we need to be aware of not entered above, any assumptions or indeed anything in particular you wish to ask us as part of your tax return.Please provide any further information you believe is relevant to the completion of your tax return that we may not have asked.Are you uploading items as part of this submission? Yes (uploading here) No Files to be uploaded No I will email to you insteadIf YES, file upload hereChoose File Agreement of ServiceBy clicking this box you agree to the Terms of Service. I agree to the terms of serviceSubmit Form
