How to register online and claim levy/tax credits/ refunds : Now Includes Forms

relax carry on · 22-06-2012 3:41pm

Svalbard wrote: »

Great relax carry on.
It doesn't look like I am entitled to a refund on Income Levy or USC, unless my employer had a mistake. But of course any mistake may have been in my favour and an application for refund may in fact reveal I underpaid.

Another question: I was on sick leave for 5 weeks in 2009, got social welfare certs + sick pay from work. Where do I stand there? Can I claim unused credits, or were credits used as normal as if I had been at work?

Also, my medical insurance is with my dad's ex employers (he's retired) insurance policy. Dad pays for all the family and we pay him our slice. Can I claim for this, or can only my dad claim?

First 6 weeks of illness benefit aren't taxable so you most likely weren't taxed on them. Check with your employer if in doubt.

Re the medical insurance, if your the policy is in your fathers name then its only your father who can claim. Also this tax relief is granted at source unless your fathers ex-employer is still paying it as a bik linked to a pension.

Rothmans · 09-07-2012 3:37pm

Hello folks,
I've a quick question wrt tax refunds. I just received my P21 there this morning.
How long can I expect to wait before the money is transferred into my account?

relax carry on · 09-07-2012 4:14pm

Rothmans wrote: »

Hello folks,
I've a quick question wrt tax refunds. I just received my P21 there this morning.
How long can I expect to wait before the money is transferred into my account?

If the P21 states a refund is due and that it is to be paid to your bank account, then the refund usually shows up within 3 working days.
Occasionally, although the P21s issue, a refund may be held up due to a certain percentage of all refunds having to be manually checked/rechecked. This can delay refunds by a few weeks in some cases.

Rothmans · 09-07-2012 5:27pm

relax carry on wrote: »

If the P21 states a refund is due and that it is to be paid to your bank account, then the refund usually shows up within 3 working days.
Occasionally, although the P21s issue, a refund may be held up due to a certain percentage of all refunds having to be manually checked/rechecked. This can delay refunds by a few weeks in some cases.

Thanks very much!!:D

senordingdong · 07-08-2012 6:05pm

I made my last online claim in April 2010, since then I have been paying a few extra refundable things like union sub and income continuance.

If I request a P21 for any of the years, will this be automatically accounted for on revenues end or do I have to go online and individually request each individual payment?

relax carry on · 08-08-2012 10:39am

senordingdong wrote: »

I made my last online claim in April 2010, since then I have been paying a few extra refundable things like union sub and income continuance.

If I request a P21 for any of the years, will this be automatically accounted for on revenues end or do I have to go online and individually request each individual payment?

If you login to your online account, you will see if tax relief has been granted for those items. Credits highlighted in green are already granted/claimed. And those in blue are credits you might be able to claim if you meet their individual criteria. So if not already claimed, you will have to manually request them online.

http://www.revenue.ie/en/tax/it/reliefs/permanent-health-insurance.html

Del007 · 29-08-2012 3:43pm

Question about flat rate expenses

On PAYE anytime with shows up as green which would indicate that I have claimed already for it yet when I actually go into it, it's saying unclaimed next to my employer.

What does this mean?

Cheers

Sniipe · 03-09-2012 11:21am

Mr. Incognito wrote: »

...
Medical Expenses
http://www.revenue.ie/en/tax/it/credits/health-expenses.html

This link appears to be gone. On further investigation it may be because it is not claimable in 2012 (according to my 2012 tax year gui from ROS.ie). When I follow the more info it brings me to that page not found... I think I'll send the webmaster an email. (scratch that I can't find an email address for them)

I was hoping to follow the link so that I can fill in my medical expenses for the previous 4 years. BUT, I assume that because I've been with a medical insurance company I cannot get "Health Expenses" relief?

relax carry on · 03-09-2012 11:51am

Sniipe wrote: »

Mr. Incognito wrote: »

...
Medical Expenses
http://www.revenue.ie/en/tax/it/credits/health-expenses.html

This link appears to be gone. On further investigation it may be because it is not claimable in 2012 (according to my 2012 tax year gui from ROS.ie). When I follow the more info it brings me to that page not found... I think I'll send the webmaster an email. (scratch that I can't find an email address for them)

I was hoping to follow the link so that I can fill in my medical expenses for the previous 4 years. BUT, I assume that because I've been with a medical insurance company I cannot get "Health Expenses" relief?

Correct link is here.

http://www.revenue.ie/en/tax/it/leaflets/it6.html

Email for webmaster is webmaster@revenue.ie

You can claim relief on expenses not covered by your insurer. Example: 2000 in total. Insurer covers 1600. You claim tax relief on 400.

Health expenses incurred in 2012 are not claimable during 2012 as its an active tax year. You can claim back to 2008 presently either through PAYE Anytime or a Med1 form.

Sniipe · 03-09-2012 3:44pm

relax carry on wrote: »

Health expenses incurred in 2012 are not claimable during 2012 as its an active tax year. You can claim back to 2008 presently either through PAYE Anytime or a Med1 form.

Cool thanks for the links and info. Do you reckon asking my insurers for past records would work as receipts? Is that how it works? You enter in the amounts and then you need to hold onto the receipts in case they come knocking on the door... or do I have to send them copies of the receipts?

relax carry on · 03-09-2012 10:33pm

Sniipe wrote: »

relax carry on wrote: »

Health expenses incurred in 2012 are not claimable during 2012 as its an active tax year. You can claim back to 2008 presently either through PAYE Anytime or a Med1 form.

Cool thanks for the links and info. Do you reckon asking my insurers for past records would work as receipts? Is that how it works? You enter in the amounts and then you need to hold onto the receipts in case they come knocking on the door... or do I have to send them copies of the receipts?

When you make the claim online or by snail mail, you must have receipts to back up the claim. These are the actual receipts for the medicines or treatments you are claiming tax relief on. You do not send the receipts with the claim.

ashblag · 19-09-2012 1:08pm

hi all I applied on line last week for bin charges and medical expensis for last year and 2010. Im sure i done everything correctly but now they havent been touched they're still in the requests history tab.

also I cant go in and view the actual years that i'm claiming for. it comes up with a message like "sorry you cannot view this info please select another year!"

do they just take down the years when they are reviewing them or should I contact them?

relax carry on · 19-09-2012 1:43pm

ashblag wrote: »

hi all I applied on line last week for bin charges and medical expensis for last year and 2010. Im sure i done everything correctly but now they havent been touched they're still in the requests history tab.

also I cant go in and view the actual years that i'm claiming for. it comes up with a message like "sorry you cannot view this info please select another year!"

do they just take down the years when they are reviewing them or should I contact them?

Sounds like they went through alright, but a certain percentage get double checked by a revenue employee as well as the inbuilt computer checking software. It looks like that is what happened in your case. Drop your local paye section an email and ask them what the story is.

ashblag · 19-09-2012 3:45pm

relax carry on wrote: »

Sounds like they went through alright, but a certain percentage get double checked by a revenue employee as well as the inbuilt computer checking software. It looks like that is what happened in your case. Drop your local paye section an email and ask them what the story is.

Thanks a mill for that have mailed them knowing my luck to date i'll probably end up owing them money:(
thanks again

ashblag · 25-09-2012 4:44pm

ashblag wrote: »

hi all I applied on line last week for bin charges and medical expensis for last year and 2010. Im sure i done everything correctly but now they havent been touched they're still in the requests history tab.

also I cant go in and view the actual years that i'm claiming for. it comes up with a message like "sorry you cannot view this info please select another year!"

do they just take down the years when they are reviewing them or should I contact them?

I contacted the help desk number this morning. They said everything was approved its just a matter of waiting untill the money is processed and transfered.
Does this sound right? I have still not yet recieved balancing statments but was told wont get those untill funds are available to transfer?

CSOC · 30-09-2012 2:15pm

Del007 wrote: »

Question about flat rate expenses

On PAYE anytime with shows up as green which would indicate that I have claimed already for it yet when I actually go into it, it's saying unclaimed next to my employer.

What does this mean?

Cheers

I have that too! Did you resolve this?

Del007 · 01-10-2012 11:34am

CSOC wrote: »

I have that too! Did you resolve this?

I've no idea what it means, didn't get any response on here about it

jlacey · 10-10-2012 12:46pm

the rules have now changed on this?

Daisy Dweller · 13-11-2012 11:30am

so have been trying to use PAYE anytime coz thats where i was directed when i rang to ask about medical expenses and tax credits.......but i can't find anything to do with claiming med expenses. emailed the ros help people and got this....

"
Your issue appears to be business related rather than technical."

huh?

so can anyone tell me how to use anytime to do this or is it a lost cause?:D

relax carry on · 13-11-2012 2:17pm

Daisy Dweller wrote: »

so have been trying to use PAYE anytime coz thats where i was directed when i rang to ask about medical expenses and tax credits.......but i can't find anything to do with claiming med expenses. emailed the ros help people and got this....

"
Your issue appears to be business related rather than technical."

huh?

so can anyone tell me how to use anytime to do this or is it a lost cause?:D

There are videos showing you how to use the system. Watch them before you login and you will see how easy it is.
For example with health expenses, when you login you will see tabs across the top of the page showing years from 2012 to 2008. Choose the year you want, click into it. Find the health expenses ingredient and click into it. Follow the onscreen prompts and away you go.

Daisy Dweller · 14-11-2012 11:43am

thanks for that. turns out i'm a dumbass and should have read the small print! at least i know for future reference.

limericklep · 28-11-2012 9:02pm

Hi

I have just using PAYE Anytime for 1st time. In 2012 there is not health expenses section, but in 2011 there is?

Do I have to wait till year is over ? Or am I doing something wrong?

thanks

relax carry on · 28-11-2012 9:41pm

limericklep wrote: »

Hi

I have just using PAYE Anytime for 1st time. In 2012 there is not health expenses section, but in 2011 there is?

Do I have to wait till year is over ? Or am I doing something wrong?

thanks

The tax year 2012 is still active. Health expenses must be claimed after the end of the tax year in which they occur.

http://www.revenue.ie/en/tax/it/leaflets/it6.html

june92 · 28-11-2012 11:13pm

I've just started using PAYE anytime. I've used a tax refund company to claim for previous years but decided to start doing it myself but I am puggled! I got claims from them for 2008 but I stopped working in June 2009 and I thought that I would be due a bit back from stopping work mid year. Can I still put in for rent,services etc even though I stopped mid year?
I'm sorry for my ignorance but I really have no clue about tax or refunds!

relax carry on · 29-11-2012 12:38am

june92 wrote: »

I've just started using PAYE anytime. I've used a tax refund company to claim for previous years but decided to start doing it myself but I am puggled! I got claims from them for 2008 but I stopped working in June 2009 and I thought that I would be due a bit back from stopping work mid year. Can I still put in for rent,services etc even though I stopped mid year?
I'm sorry for my ignorance but I really have no clue about tax or refunds!

You can claim away. If you look in the 2009 tab in your paye anytime account, it should show your pay and tax details for that year on the left hand side. If you paid tax in that year then claim away. If any refund is due, it will issue to you.

The Ayatolla · 28-12-2012 11:32am

I've had a medical card for all of 2011 & 2012 and expires in 2013.

Should this be of benefit to me if trying to claim back the income levy refund?

Also, will we be able to claim health expenses on January 1st?

Kiith · 02-01-2013 4:11pm

Can someone tell me if i'm entitled to a tax credit if my company pays for my health care? Our finance guy said that i should be entitled to around €190(ish) as the company pays €960(ish) gross on medical insurance, and to request that my Certificate of Tax Credits be updated with a Medical Insurance Tax Credit. I can't seem to find it anywhere on the PAYE Anytime though.

The Ayatolla · 02-01-2013 4:46pm

Kiith wrote: »

Can someone tell me if i'm entitled to a tax credit if my company pays for my health care? Our finance guy said that i should be entitled to around €190(ish) as the company pays €960(ish) gross on medical insurance, and to request that my Certificate of Tax Credits be updated with a Medical Insurance Tax Credit. I can't seem to find it anywhere on the PAYE Anytime though.

AFAIK the tax benefit is deducted at source

The Ayatolla · 02-01-2013 4:47pm

Anyone know how long the income levy refund takes?

Applied for 2009-2012 inclusive and its a fairly straightforward calculation for my own claim.

relax carry on · 02-01-2013 5:11pm

The Ayatolla wrote: »

Anyone know how long the income levy refund takes?

Applied for 2009-2012 inclusive and its a fairly straightforward calculation for my own claim.

It's one of the busiest periods of the year so you could be waiting a number of weeks.

relax carry on · 02-01-2013 5:16pm

Kiith wrote: »

Can someone tell me if i'm entitled to a tax credit if my company pays for my health care? Our finance guy said that i should be entitled to around €190(ish) as the company pays €960(ish) gross on medical insurance, and to request that my Certificate of Tax Credits be updated with a Medical Insurance Tax Credit. I can't seem to find it anywhere on the PAYE Anytime though.

You cannot do this online. You get statements from employer confirming how much they pay on your behalf for each year claimed and submit to Revenue.

By the way, your employer is supposed to provide this information directly to Revenue on the end of year p35 they file on your behalf. You can check if they have been doing this by looking at your paye anytime account and looking under prior years credits claimed.

Kiith · 02-01-2013 5:29pm

relax carry on wrote: »

By the way, your employer is supposed to provide this information directly to Revenue on the end of year p35 they file on your behalf. You can check if they have been doing this by looking at your paye anytime account and looking under prior years credits claimed.

Cheers, i'll check this later. And if not, i'll give them a shout.

The Ayatolla · 07-01-2013 1:35pm

relax carry on wrote: »

It's one of the busiest periods of the year so you could be waiting a number of weeks.

As long as its not months I'm happy with that!

SeaFields · 15-01-2013 1:16pm

Perhaps a completely stupid question from the perspective of those in the know, but when applying for a P21 through PAYE online, is there any reason that I cant use my final payslip of 2012 for earnings / tax details rather than having to wait for my 2012 P60?

My employer has changed payroll company recently and lets just say it could be awhile before I see the latter :rolleyes:

relax carry on · 15-01-2013 7:35pm

SeaFields wrote: »

Perhaps a completely stupid question from the perspective of those in the know, but when applying for a P21 through PAYE online, is there any reason that I cant use my final payslip of 2012 for earnings / tax details rather than having to wait for my 2012 P60?

My employer has changed payroll company recently and lets just say it could be awhile before I see the latter :rolleyes:

You can use your final payslip for the year so long as you read it correctly and input the right figures for your pay and tax; it's a common mistake that people using the online service make at this time of year.

BohsCeltic · 15-01-2013 10:06pm

Just looking for some clarification on something.
When i request a p21 balancing statement do i include DSP payments ?
I started a new job in May but was on JSB prior to that, my DSP payments are on file when i log into paye anytime.

Also, it is still showing medical insurance relief but that ceased when i was made redundant from my previous job in 2011, there is no option to cancel or edit that online.

relax carry on · 16-01-2013 2:11am

BohsCeltic wrote: »

Just looking for some clarification on something.
When i request a p21 balancing statement do i include DSP payments ?
I started a new job in May but was on JSB prior to that, my DSP payments are on file when i log into paye anytime.

Also, it is still showing medical insurance relief but that ceased when i was made redundant from my previous job in 2011, there is no option to cancel or edit that online.

You will need to call or email about this one. You need to get the medical insurance relief removed manually by the paye section and get them to make sure your DSP payments for 2012 are updated as they are a taxable source of income. They will show on your p21.

BohsCeltic · 17-01-2013 9:42pm

relax carry on wrote: »

You will need to call or email about this one. You need to get the medical insurance relief removed manually by the paye section and get them to make sure your DSP payments for 2012 are updated as they are a taxable source of income. They will show on your p21.

Thanks for that, have sent off an email to them.

twinex · 22-01-2013 10:35pm

Can anyone help me with this?, I've paid my for my bin collection from a refuse company in full every February for three years and was told that I could claim for this through the revenue but I'm on the dole now so would this effect my ability to claim?? The revenue.ie site, to me is hard to navigate as I've never claimed for anything before...

BohsCeltic · 22-01-2013 10:43pm

twinex wrote: »

Can anyone help me with this?, I've paid my for my bin collection from a refuse company in full every February for three years and was told that I could claim for this through the revenue but I'm on the dole now so would this effect my ability to claim?? The revenue.ie site, to me is hard to navigate as I've never claimed for anything before...

You can claim for the previous years up to and including 2011 as far as i am aware (providing that your were paying tax).

Just go to the year you want to claim for when you log in and edit the amount in service charges relief, the maximum amount is €400

twinex · 22-01-2013 11:00pm

BohsCeltic wrote: »

You can claim for the previous years up to and including 2011 as far as i am aware (providing that your were paying tax).

Just go to the year you want to claim for when you log in and edit the amount in service charges relief, the maximum amount is €400

Thanks for the response!

Pandoras Twist · 15-02-2013 10:02pm

I'm trying to claim back overpayment of tax for last year. I had 3 employments, only one of which seems to be on PAYE Anytime. I have the details of the income and taxes deducted for the others. When I requested a P21 in previous years, it let me fill out the boxes that were blank. Now when I request P21 it goes straight into my requests and I can't put in the income.

Is there something obvious I'm missing or do I have to ring revenue?

relax carry on · 15-02-2013 10:31pm

Pandoras Twist wrote: »

I'm trying to claim back overpayment of tax for last year. I had 3 employments, only one of which seems to be on PAYE Anytime. I have the details of the income and taxes deducted for the others. When I requested a P21 in previous years, it let me fill out the boxes that were blank. Now when I request P21 it goes straight into my requests and I can't put in the income.

Is there something obvious I'm missing or do I have to ring revenue?

Can you see the other two jobs in the 2012 tab when you are logged in? If not they were never registered with Revenue, so you won't be able to enter any details online. You will have to send your p45s and or P60s to Revenue to review 2012.

Edited to make a little more sense.

The Ayatolla · 16-02-2013 8:06am

Got all my USC/Income levy refunds since 2009. Applied 2nd week of January. Not a bad turn-around time!

Pandoras Twist · 16-02-2013 10:43am

relax carry on wrote: »

Can you see the other two jobs in the 2012 tab when you are logged in? If not they were never registered with Revenue, so you won't be able to enter any details online. You will have to send your p45s and or P60s to Revenue to review 2012.

Edited to make a little more sense.

Yes. They're both there including the dates i started and finished.Ive always registered new employments and sorted tax credits myself because ive been too broke to risk emergency tax.

Gael23 · 25-02-2013 10:56pm

I'm working on a temporary contract. What form do I need to claim the balance of my tax credits when that ends?

SilentD · 06-03-2013 9:17am

Can someone help here,

I was out of work sick for 5 months last year and was assigned DSP Illness Benefit. The payments went straight to my employer who paid me at the time. When I tried to claim tax relief on my medical expenses, which were substantial (€4k) I got a P21 saying I owed the revenue money!!! the DSP payments show up on my income as extra even though they were paid to my employer. Is this right? Seems crazy!!!!

relax carry on · 06-03-2013 11:45am

SilentD wrote: »

Can someone help here,

I was out of work sick for 5 months last year and was assigned DSP Illness Benefit. The payments went straight to my employer who paid me at the time. When I tried to claim tax relief on my medical expenses, which were substantial (€4k) I got a P21 saying I owed the revenue money!!! the DSP payments show up on my income as extra even though they were paid to my employer. Is this right? Seems crazy!!!!

It's a taxable source of income so you need to check if the employer included it your p60 figure. If they did then you need to contact Revenue to let them know its already been included and taxed. They can then adjust your figures and process an amended review.

http://www.revenue.ie/en/business/paye/guide/illness-benefit.html

SeaFields · 07-03-2013 7:02pm

Credit where its due in a big way.....

Using paye anytime, I only got around to applying for a P21 on Monday, got it Tuesday, refund in my bank account wednesday. :cool:

leedslad · 08-03-2013 1:24pm

Earlier last year, I claimed for health expenses with PAYE Anytime for 2010 and 2011.
Since then i came across a receipt for a 5 night hospital stay that i hadn't included in
the 2011 claim. Can i include this in my 2012 claim?

How to register online and claim levy/tax credits/ refunds : Now Includes Forms

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