Is the certificate (from pension provider or self-documented) now a hard requirement to upload? I submitted my income tax return for 2022 via Form 11 today with an AVC claim & didn't upload a cert during submission (I didn't see an option on F11 to upload any docs, where is that btw?). Are Revenue likely to request receipt of my cert before they issue my refund for overpayment?Look up Revenue eBrief No. 190/18 and No. 98/17. Both of these say that you can get the extended deadline even if you're PAYE and whether you're using ROS or MyAccount.
The requirement for PAYE folk to upload a certificate is new this year. The industry lobbied because few pension companies are turning around certificates any way quickly these days, and Revenue have conceded that the customer can upload a certificate of their own writing.
The certificate must confirm...
- Date of pension contribution payment
- Total amount paid
- Type of pension contract to which the contribution was paid, AVC, PRSA, Personal Pension, Occupational Scheme
- The relevant policy / scheme number and pension provider
- Name and address of the customer
- Confirmation that tax relief was not allowed on the contribution through payroll - that it is a once off contribution.
Just wondering what the outcome of this query was?Is the certificate (from pension provider or self-documented) now a hard requirement to upload? I submitted my income tax return for 2022 via Form 11 today with an AVC claim & didn't upload a cert during submission (I didn't see an option on F11 to upload any docs, where is that btw?). Are Revenue likely to request receipt of my cert before they issue my refund for overpayment?
Just wondering what the outcome of this query was
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