New Ireland has received confirmation from the Revenue that the change made to MyAccount on ROS last year regarding pension certificates will apply again this year.

• Where a customer is making a claim for tax relief on a pension contribution they are required to upload a copy of a pension certificate / pension declaration in order to move through their online application.
• This applies to all pension contributions which have not been deducted through net pay.
• Where a pension provider is required to produce a pension certificate these are typically not provided to customers before the relevant pay and file deadline. This means that your clients will not have a certificate available to upload when making their online tax return.
• Revenue has confirmed that if the life office has not already issued a pension certificate then a Word Document, PDF or Excel sheet could be uploaded as part of the claim.

The information required can be prepared by the pension contributor themselves, or by you as their advisor, and uploaded directly as part of the online return.

We’ve created a declaration form that can be used for this purpose, see link below.

For more information on Revenue’s requirement for a pension certificate when making tax returns on ROS, please click here or talk to your New Ireland Account Manager.