eForm 12

    What is eForm 12?

    The eForm 12 2013 is the electronic version of the paper Form 12 2013 (PDF, 1.85 MB) and allows you to complete a return of your income and claim tax credits, allowances & reliefs (including any health expenses) electronically for the year ended 31 December 2013.

    It is to be completed by a person whose main source of income is from a PAYE employment or pension or a non-proprietary company director who pays all his or her Income Tax under the PAYE system.

    The electronic form is simpler to complete than the paper version. It will include certain important information from your Revenue record to help you complete your Return. You only need to complete the sections of the Form that are relevant to you.

    The eForm 12 2013 is being rolled out in in two phases:

    • First Phase in April 2014
    • Second Phase in July 2014

    First Phase of eForm 12 2013 – April 2014

    The most common income types, credits, allowances and reliefs are included in this first phase of eForm 12 2013 and these are set out below:

    Incomes

    • Income from Irish employments or occupational pensions
    • Payments from Department of Social Protection
    • Rental Income from land or property in the State
    • Dividends from Irish Resident Companies
    • Untaxed income arising in the State
    • Deposit interest
    • Income from a Trade or Profession
    • Foreign pensions (including foreign Social Security pensions)
    • Foreign salary income
    • UK, US & Canadian Dividends

    Tax credits, allowances and reliefs

    • Personal tax credit
    • PAYE (employee) tax credit
    • Home Carers tax credit
    • Health Expenses
    • Nursing home expenses
    • Age tax credit
    • Flat Rate (employment) expenses
    • Owner Occupier Relief
    • One Parent Family credit
    • Medical Insurance Relief (where not granted at source)
    • Irish tax deducted on foreign dividends

    Where you are returning a source of income or claiming a tax credit, allowance or relief that is not included above it will not be possible for you to complete the first phase version of the eForm 12 2013. The full version of the eForm 12 2013 will be available in the second phase, in July 2014. Alternatively, you can complete the paper Form 12 2013 (PDF, 1.85 MB).

    How to access the first phase version of the eForm 12 2013

    The first phase of the eForm 12 2013 can be accessed as follows:

    • On www.revenue.ie using your Revenue PIN In May 2014, Revenue will write to a large number of individuals, requesting them to complete a return of income form for 2013. A Revenue PIN to access the eForm 12 2013 will be included in the correspondence.

    Or

    • On www.revenue.ie using your PAYE Anytime PIN (Note: the first phase version of the eForm 12 2013 is accessible on Revenue's website www.revenue.ie only. It will not be accessible via PAYE Anytime until the second phase in July 2014). If you are not registered for PAYE Anytime you can do so by logging on to www.revenue.ie and selecting 'Register for PAYE Anytime'.

    Or

    • Tax agents using Revenue On-line Service (ROS) The ROS option only applies where the tax agent's client is not already registered for Income Tax (i.e. a chargeable person, who must complete a Form 11).

    What you need to complete the eForm 12 2013

    • Personal Public Service Number (PPSN)
    • Your Form P60 for the year ended 31 December 2013 (if in employment at year end)
    • If you are married or in a Civil Partnership and assessed to tax under Joint Assessment, your spouse or civil partner’s Form P60 for the year ended 31 December 2013 (if in employment at year end).

    Second Phase of eForm 12 – July 2014

    The second phase of eForm 12 2013 will be available in July 2014. This will be the full version of the form and will cater for all income types, credits, allowances and reliefs. More details will issue at the time.

    Capital Gains Tax (CGT)

    The paper version of the Form 12 has a section that requires you to give details of any chargeable gains or losses that arose to you (or your spouse or civil partner) in the year ended 31 December 2013. The eForm 12 2013 does not provide for the return of Capital Gains Tax details and if you are using the eForm 12 and have any such gains or losses you will need to complete a separate CGT return for that purpose and submit it to your Revenue office

    Information and Support

    • If you require assistance in completing this form or have any queries in relation to the information provided on the form, you should contact your Revenue office, the number for which can be found using the contact locator.
    • If you are experiencing technical computer difficulties in accessing or navigating the eform you should contact the ROS Helpdesk on 1890 20 11 06. If you have any issues with your PIN you should ring 1890 27 22 82.

    Page updated May 2014

     

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