New Ireland has received confirmation of a change which has been made when making tax returns on the Revenue Online Service (ROS).
Where a customer is making a claim for tax relief on a pension contribution they are now 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. Revenue has confirmed that, as an interim measure for this year, if the pension provider has not already issued a pension certificate then a Word Document, PDF or Excel sheet could be uploaded as part of the claim.
You can download a declaration form that we’ve created specifically for this purpose here
If you have any questions, please contact your Financial Broker or Advisor or see our phone and email contact details here