How to use Receipts Tracker for partially refunded medical receipts

darraghsmyth

I am trying to upload medical receipts with the revenue, using their Receipts Tracker tool. The receipts were partially refunded by health insurance.

So I select the "Dental and Health Expenses Refunded" option under Health. However, it only asks me for the amount that I have paid. It doesn't ask for the refund.

Regardless of what I enter here however, it appears as a negative figure on the summary sheet. If I enter under General, it appears as expected.

Anyone any tips here? can I simply upload them under General and then only enter the amount that was not refunded?

sonyvision

Personally I don't bother uploading receipts at all and just input the value. My main reason for this was when we have the stay home vacation tax credit I uploaded one receipt for 60 euro, had another for 40 euro not uploaded they only allowed me to claim the 60 until I uploaded the 40.

Input the value less the amount reclaimed on health insurance.

darraghsmyth

Ah that's interesting. I assumed you had to actually upload the receipt! I think I'll just upload under General, with the amount I've paid (after the refund). I can only assume that the "Dental and Health Expenses Refunded" sub-category is for submitting the money received back from the health insurance explicitly. Why they have split this into two separate entries is beyond me.

the_amazing_raisin

When I did this I selected General and put in the amount after the refund from the insurance company

So if say the initial amount was €100 and €50 was covered by the insurance, then I put down €50 was the amount I'm claiming

If the receipt from the doctor shows the original amount, then it's probably better to include the claim receipt from the insurance company

carveone

https://www.boards.ie/discussion/comment/121725162#Comment_121725162

I believe the idea is to claim expenses and refunds in real time, possibly for those with large expenses who would benefit from the tax credit straight away. I did my 2023 return yesterday and don't remember seeing that option on receipts tracker.

I upload med receipts because I have them on my laptop anyway for Vhi claims. I put the net amount in under the general section - the tax return med 1 bit will ask for the gross amount and the amount refunded on separate lines. I'll bet the system will complain if the result doesn't match what you put into receipts tracker.

I didn't think of what Mr Raisin above says. Yeah, it's probably easier to upload the claim receipt from the VHI because that should have everything on it on one page.

I tried WFH receipts but that was a giant pain in the arse so I just didn't do it. You don't have to upload receipts but now I have a zip file to keep for 6 years! I found the govt electricity credit was giving me negative bills and there's no way to deal with that.

Fann Linn

Cannot see why the are unable to get an app up and running were you could enter these receipts on your phone almost as soon as you leave the surgery?

They had got one a few years back if I recall correctly however they shut this down almost without any warning. Since then I just enter them all together in early January) February.

Can't be arsed taking out the laptop every time I leave the GP.

Seth Brundle

Receipts aren't necessary to make the claim but you potentially increase the likleihood of an audit.

https://www.boards.ie/discussion/comment/121725550#Comment_121725550

They had got one a few years back if I recall correctly however they shut this down almost without any warning. Since then I just enter them all together in early January) February.

The app was brutal to use (not that the website is much better) but I think it was removed for security reasons.

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riccol1966

I realise this is an old post but this is interesting - I'm adding in health receipts into the ROS receipts tracker section. First time trying this. I have VHI. So for example, putting in a GP receipt it asks for the "Amount paid by you" and then further down "Are you expecting or have you received a refund for this expense". That clearly indicates that if you pay say, €60 for a GP visit and VHI give you €30 back, that you enter 60 in the first box and 30 in the 2nd box. But when you look at the total for the year in receipts tracker it shows the NET total, not the GROSS total. The gross total is nowhere, and it looks like you are going to need it because…… When you get to fill in the Form11 "Other Health Expenses" it now asks for two things - a) Total other health expenses incurred, which is a GROSS amount because 2 lines further down it asks for b) any deductions made "Under any policy of medical insurance". You need to go back and work out the gross value of the receipts you have painstakingly uploaded, then subtract the receipts tracker NET amount which gives you the deduction amount, and then put the gross figure and deduction figure into the Form11 so that it then re-calculates the NET to match the NET on the receipt tracker. Yes I know I could ignore all this and just enter the NET figures it into the receipt tracker but then those figures don't match the scanned documents, and that makes no sense. Why oh why does the receipt tracker not show both gross and net totals, so that you can use both figures. This seems crazy!

Surely someone else has seen this by now, unless I am doing it totally wrong?