Frequently Asked Questions
At My Tax Back, we get a lot of questions each day about anything and everything tax related. We have compiled answers to the frequently asked questions we receive every day. If you have a question about tax that isn't answered below, feel free to Contact us at any time.
How do I make a claim?
What are your fees?
It is free to submit a claim. You are not required to make any upfront payment or provide bank details. If we are successful in recovering a refund for you, we will charge a fee of 10% (+ VAT) of any refund we obtain for you, subject to a minimum fee of €25 (+ VAT). Where the refund does not cover our minimum fee, there will be no additional charges to pay.
What does the registration process involve?
1. You fill out our online application form which grants us permission to act as your tax agent
2. We will:
a) add you as a client to our revenue account and review your tax over the past 4 years
b) advise you of any other tax credits or flat rate expenses that you may be entitled to
c) if you are taxed as a married couple, we need both spouses to sign up
d) upload any medical expenses and we can get them processed while we are reviewing your tax
3. Once we have reviewed your account based on the information that you provide – Revenue then process the claim and issue the Statement of Liability
4. Once we receive the payment – we will issue the refund to you within 5 business days by either bank transfer or cheque depending on your preference
How long does the process take?
Most claims are completed within 2 weeks (during busy periods or for more complex claims it may take a little longer). Once we have updated your account based on the information that you provide – Revenue then can take up to 2 weeks to process the claim and issue the Statement of Liability, but this is usually done within 5 working days. Once we receive the payment – we will issue the refund to you within 5 business days by either bank transfer or cheque depending on your preference
Will I receive any correspondence from Revenue directly, after I have signed up with My Tax Back?
Yes – Revenue will contact you twice
The first letter will be advising you that we are now assigned as your Tax Agent – no need to panic, this is standard procedure
The second letter will be confirming the refund amount due to you, and a confirmation of the bank account details that the monies will be paid into. The bank account ending in 1062, is our Client Account, and this letter is a confirmation of such.
How many years can I claim back?
You can claim a tax refund for the last 4 tax years.
How will I get paid?
You have two payment options when you sign up with My Tax Back. We can send you your tax refund via bank transfer or by cheque, just let us know your preference.
Do I need to register each year?
If you are an existing client, then there is no need to re-register. If we haven’t been in touch yet, just send an email to email@example.com - we will automatically review your tax records annually. Do keep us up to date with regards to any changes in your circumstances, so that we can update our records, and maximise any refund that may be due to you.
What can I claim back?
Tax refunds can result from an overpayment of USC and Income Tax. You may also be able to claim tax back on some expenses, such as work uniforms, home office expenses, dental or medical expenses etc. If your personal circumstances have changed, for example you got married or divorced, it is also important to check if you are due tax back. Please check out our What can I claim page for more information.
Can I make a tax claim if I have left Ireland?
If you have worked and paid tax in Ireland within the last 4 years, then you are still eligible to claim.
Who is eligible for tax back?
Anyone who works and pays tax in Ireland could be due money back. At My Tax Back, 3 out of 4 of our clients have been entitled for a tax refund.
I am jointly assessed with my spouse, do we both need to register?
Yes, as we must have the Assessable Spouse, within your tax relationship, to be a client of My Tax Back in order to secure a refund for you.
My spouse has received an update on their review, but I haven’t heard anything back?
We will generally communicate with the Assessable Spouse, so if you are jointly assessed the same review update will apply to you both.
We are married, so who will receive the payment?
We generally make the amount payable to the Assessable Spouse. If you wish to change this please let us know when we request payment details from yourselves. Please note that we will not request your bank details until we have confirmed your tax refund from Revenue.
I have all my medical receipts for the past 4 years; can I get anything back on these?
Expenses such as GP visits, medication, A&E visits, minor procedures and surgeries, are eligible, and could be worth up to 40% back to you. Simply forward copies of your receipts, or prescription claim forms to firstname.lastname@example.org and we will do the rest for you. If you have already claimed for your medical via your health insurance, please forward copies of the claim forms.
Who can I claim medical expenses for?
You can claim tax back on the cost of health expenses for yourself, a family member or any individual, as long as you paid for them.
Each month I am contributing to my own pension and believe that I am eligible for an additional tax credit. Is this true?
Yes, and if you simply send us copies of your Annual Pension Statement, detailing your monthly contributions, we will assess the benefit to you, and secure any refund due