Partners tax credits lower since doing joint assessment

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Billbuck

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My wife and I recently asked revenue to assess us jointly.
I earn 100k & she earns 40k, so there was a small potential benefit.
Since then all the tax credits seem to have been allocated to me and none to her, meaning it appears shes being much more heavily taxed.
Psychologically, its not pleasant to work, do overtime and see most of it go to tax.

What do we ask for with revenue to ensure we are joint assessed, but she still holds her credits?
 
Billbuck said:
My wife and I recently asked revenue to assess us jointly.
I earn 100k & she earns 40k, so there was a small potential benefit.
Since then all the tax credits seem to have been allocated to me and none to her, meaning it appears shes being much more heavily taxed.
Psychologically, its not pleasant to work, do overtime and see most of it go to tax.

What do we ask for with revenue to ensure we are joint assessed, but she still holds her credits?
Click to expand...

You (assuming that you are the Assessable Spouse) can phone and ask them to re-allocate; you can email them, or you can do it yourself through MyAccount.

Bear in mind however that if you do it mid-year, your credits will be reduced as hers increase so you'll probably have a big whack of tax taken from your next salary cheque!

"If you and your partner both have taxable income, use myAccount to allocate your tax credits and rate band however you wish. You will both receive updated Tax Credit Certificates (TCCs) showing the allocation of your credits and rate band. If you do not allocate the tax credits and reliefs, they are all given to the assessable spouse."
 
Thank you for the reply.
Apologies for needing to be walked through this.

Ive logged into ros.ie and navigated to the section "Manage your tax 2023" , then in the section "How your tax credits and rate band are currently divided" i clicked edit and can see the below screen.

If i want our tax credits to be mostly as they were before we became joint, based on my salary of 100k and hers of 40k, what do i enter in the text boxes?

1688118830119.png
 
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