Tax Refund Queries

[PoundMan]

Hi folks, I wanted to get some clarity over tax refunds.
I am from Northern Ireland but moved to the Republic in November 2020 to start a job in the civil service.
Then in July 2021 I got a job with a local authority county council, where I have been working ever since earning €44,133 gross.
I have not yet got sorted with private health insurance so have roughly €333 of medical expenses for 2021.
I also pay for an income protection policy via cornmarket as they look after local authorities but I believe the tax relief on this is deducted at source.


I have a few queries in relation to tax refunds here in the south:

1. Is there a particular time of year that is best to submit a tax refund claim?
2. Is it worth paying a tax rebate company to handle a tax refund on my behalf, or is it fairly straightforward for anyone to do themselves?
3. What is the process for getting a tax refund as a PAYE employee?
4. What documentation do I need?

 

[ClubMan]

1. Is there a particular time of year that is best to submit a tax refund claim?

Not really but some claims can only be done at/after year end. E.g. medical expenses. If anything additional arises then you can always go back 4 tax years to make any adjustments.

1. Is it worth paying a tax rebate company to handle a tax refund on my behalf, or is it fairly straightforward for anyone to do themselves?

For the sort of stuff that you mention you shouldn't need a third party involved. Just register for a Revenue myAccount account and do stuff there.

myAccount guides

myAccount guides

www.revenue.ie

1. What is the process for getting a tax refund as a PAYE employee?

See my previous point. You can check/claim all relevant credits/allowances using myAccount.

1. What documentation do I need?

Can't think of anything specific offhand as long as you have a PPSN (Personal Public Services Number). But if anything further is needed then myAccount should tell you.