Tax Return Query - query re Med 1 and Payslip

[guido]

Hi - I have a quick query - I'm currently doing a tax return and there is a part where it refers to the Med 1 form (Health Expenses...It says complete and "retain" Form Med 1)...should I complete a Med 1 form and "send" it together with the Form 11 (Pay and File Income Tax Return for the year 2009)??...I know that you can do both online, I am completing the hard copy forms. On Form 11, there is also a piece to sign,"Payslip". Do the office work out the liability i.e. return the form to you with the liabilities listed? Apologies this is my first time to complete so want to make sure that I am doing the right thing...Many Thanks

 

[Graham_07]

If you complete the online F11 through ROS then the Med1 is part of the form.

If you complete the paper F11 then sections 536 to 547 are effectively the Med1. However what Revenue are looking for you to do is to complete a Med1 but transfer the data to the F11 at sections 536 to 547. You then keep the Med1 and the relevant receipts. Revenue may ask for them at a future date if auditing the return.

Revenue will compute the liability and it will all be outlined on the Notice of Assessment they send out.

It is best to file on ROS, however if you plan to file on paper it might be handy to complete the return on the ROS offline application for your own records so that you know the liability before submitting.