Terms of Authorisation

I authorise My Tax Rebate to append my signature to the Authorisation Form(s) they will submit to the Irish Tax Authorities.

1. Authorisation to act as agent

I, the undersigned, declare to the Revenue Commissioners of Ireland, that I authorise My Tax Rebate (TAIN 77632V) to act as my agent in dealing with all aspects of the filing of my Irish income tax return, including the submission of refund or credit claims, allowances or reliefs.

I confirm that all documentary evidence of entitlement to credits/reliefs claimed and taxable income sources, will be held for a period of 6 years beginning at the
end of the year of assessment to which the Return of Income and/or claim relates by myself, unless otherwise stated and provided by me to My Tax Rebate.

I understand that this agreement will remain in place until such time as either party, the client or the agent, has notified the Revenue Commissioners of Ireland in writing of their wish to cancel this agreement.

2. Terms and Conditions of Authorisation

I understand that Tax law provides for both civil penalties and criminal sanctions for the failure to make a return, the making of a false return, facilitating the making of a false return, or claiming tax credits, allowances or reliefs which are not due.

I confirm that I will provide the necessary documentation to My Tax Rebate to support any refund, credit claims or claims for allowances and reliefs made to Revenue on my behalf by My Tax Rebate.

I confirm that I will provide details of all my sources of income to My Tax Rebate.

I understand that the person selected in Section 1 above is required to retain all documentation relating to any refund or credit or allowance or relief claimed by the agent on my behalf for a period of 6 years beginning at the end of the year of assessment to which the Return of Income and / or claim relates and that My Tax Rebate will be required to produce same to Revenue upon request.

3. Scope of Authorisation

I understand that My Tax Rebate is to act as my agent in respect of Income Tax:

Filing annual Form 11 tax returns for landlords with rental income
Cancelling my Income Tax registration (where applicable)
Filing Income Tax returns for years where such cancellation is not possible or required




Terms & Conditions

Effective Date: 01/01/2025

My Tax Rebate
Contact: https://www.mytaxrebate.ie/contact/
Email: info@MyTaxRebate.ie

1. INTRODUCTION AND ACCEPTANCE

These Terms & Conditions ("Terms") govern the provision of tax rebate claim services by My Tax Rebate ("we", "us", "our") to clients ("you", "your"). By registering for our services or submitting a claim form, you agree to be bound by these Terms.

Our services are provided exclusively online through our website (www.MyTaxRebate.ie) and designated contact methods. We do not operate physical premises for client meetings.

2. SERVICES PROVIDED

2.1 Scope of Services

For Irish PAYE taxpayers:

PAYE and USC tax rebate claims for the previous 4 years
Unemployment repayment claims for the current tax year
Updating, amending, and reallocating current year tax credits
Automatic tax reviews for the next 4 years (for continuing clients)

For landlords with rental income:

Preparation and filing of Form 11 annual tax returns
Rental income and expenses calculation and categorisation
Claim processing for additional tax credits and tax reliefs
Revenue correspondence management for rental income matters

2.2 Service Limitations

We do NOT provide services for:

Capital Gains Tax (CGT) claims
Capital Acquisitions Tax (CAT) claims
VAT registration or returns

2.3 Eligibility Requirements

For PAYE Tax Rebate Services:

Be an Irish PAYE taxpayer
Have been employed in Ireland during the relevant tax years
Provide accurate personal and employment information

For Rental Income Tax Return Services:

Be a PAYE employee or pensioner with rental property income
Have annual rental income that requires Form 11 filing
Not be registered for other business activities requiring self-employment status

For All Services:

Maintain valid contact details and bank account information

3. FEE STRUCTURE AND PAYMENT

3.1 Fee Calculation

Our fees are structured as follows:

For PAYE Tax Rebate Services:

15% + VAT (currently 23%) of the Revenue approved refund amount
There is no minimum fee
"No Refund, No Fee" basis - if Revenue issues no refund, you owe no fee

For Rental Income Tax Return Services:

Single Rental Property: €299 (VAT inclusive)
Multiple Rental Properties (Max of 4): €399 (VAT inclusive)
Fixed fee structure - payment due regardless of tax liability outcome
Fee covers preparation, filing, Revenue correspondence, and first-year follow-up support

The fixed fee (€299 single property / €399 multiple properties, VAT inclusive) applies per tax year for which a Form 11 rental income tax return is prepared and filed.

3.2 Payment Method and Timing

For New PAYE Only Clients (registered from 1st January 2025 onwards):

Revenue will send refunds directly to your bank account
We will request your bank details upon registration
Payment to us will be collected via Direct Debit after your refund is approved

For Existing PAYE Only Clients (registered before 1st January 2025):

Clients with our bank details on Revenue record: Refunds may be issued directly to our bank account, and we will forward your refund to you promptly, via cheque or bank transfer, minus our fee
Clients without our bank details on Revenue record who have not submitted a new application form: Revenue will issue the refund directly to you and you will be invoiced for our fee, which must be paid by bank card. Invoiced amounts must be paid by bank card within 7 days; failure to do so will incur a €5 weekly late fee.

For Rental Income Tax Return Services:

Service fee is collected via Direct Debit, using GoCardless, upon Revenue approval of the submitted tax return

3.3 Direct Debit Authorisation

By registering with us, you authorise us to:

Initiate a Direct Debit mandate via GoCardless for each approved refund claim
Automatically reactivate Direct Debit collection for annual reviews
Automatically reactivate Direct Debit where the mandate has been cancelled before our fee has been collected
Collect our fee once Revenue approves your tax refund or your tax return (depending on your service type)
Initiate a 10-week phased payment via GoCardless under a SEPA recurring Direct Debit mandate for any failed Direct Debit collection

3.4 Alternative Payment Arrangements

If you cannot pay by Direct Debit, we may (at our sole discretion) agree to:

Card payment via Stripe
Phased payment plan

3.5 Late Payment

If payment is not received:

A late payment fee of €5 per week will apply (unless a payment plan is in place)
We may engage a debt collection agency
Unpaid balances may be referred to Small Claims Court
You remain liable for our fee even if you cease our services after claim submission

3.6 Uncashed Cheques & Additional Charges:

Where a cheque has not been cashed within the 6-month timeframe and therefore goes out of date, an administration charge of €15 (+VAT of 23%) will be applied to re-issue the refund.

Where a cheque has not been cashed by the end of June of the following year, an administration charge of either €15 (+VAT of 23%) or one third of the original value of the refund (including VAT), whichever is greater, will be applied to the client’s account each year the refund remains unclaimed.

Where a client has requested a review directly from the Revenue Commissioners and has failed to remove My Tax Rebate’s bank account details from their profile, a €15.00 (+VAT of 23%) administrative charge will be deducted by My Tax Rebate for each refund processed.

4. CLIENT OBLIGATIONS

4.1 Information Accuracy

You must provide:

Accurate and complete personal information including PPS number
Complete employment history for relevant years
Valid bank account details
Current contact information

4.2 Ongoing Obligations

You must:

Notify us immediately of any changes to your bank account details
Respond promptly to requests for additional information
Approve agent link requests through your Revenue Online Service "ROS" or "myAccount") account
Provide rental income and expense records in formats we specify
Inform us of any relevant changes to your circumstances
Not provide false, misleading, or incomplete information
Retain all documentary evidence of income, expenses and entitlement to credits/reliefs for 6 years beginning at the end of the year of assessment to which the tax return relates

4.3 Signature Consent

By registering with our services, you consent to My Tax Rebate appending your signature to Revenue authorisation forms and related documentation as necessary for the provision of our services.

By accepting My Tax Rebate’s Terms & Conditions, you are accepting that your name as signed in your submission will be the electronic representation of your signature for all purposes, when you or your agent use them on documents including legally binding contracts, just the same as a pen and paper signature. To update the signature attached to your file you must submit an amended online application form.

4.4 Prohibited Actions

You must not:

Submit duplicate claims through other agents or directly to Revenue
Use our rental income services if you operate other business activities requiring full self-employment registration
Provide false documentation or information
Attempt to circumvent our fee structure

5. CLAIM PROCESS AND REVENUE INTERACTION

5.1 Service Delivery Process

For PAYE Tax Rebate Services:

We submit claims to Revenue on your behalf as your authorised agent (TAIN 77632V)
Claims are processed according to Revenue procedures
Approval and refund amounts are determined solely by Revenue

For Rental Income Tax Return Services:

Client completes online application and uploads required documents
We request and obtain agent link approval from Revenue
Professional preparation of Form 11 return within 10 business days
Client review and approval of draft return
Final submission of return via ROS
Revenue tax payment facilitation on client-selected dates
Ongoing Revenue correspondence management

5.2 Agent Authorisation

By registering, you authorise us to:

Act as your tax agent with Revenue (TAIN 77632V)
Submit claims, tax returns, and correspondence on your behalf
Access your rental income tax records and file annual returns
Facilitate Revenue tax payments via Direct Debit
Receive correspondence from Revenue regarding your tax affairs
Access your tax information necessary for processing claims/tax returns

5.3 Automatic Reviews

We conduct automatic reviews at the beginning of each year. By remaining a client, you give your explicit consent to have automatic reviews submitted for the next 4 years
Automatic reviews continue until you cease our services
Additional refunds discovered during reviews are subject to our standard fee

6. SERVICE-SPECIFIC TERMS

6.1 Rental Income Tax Return Services - Additional Terms

We collect and securely input client bank account details into the Revenue Online Service for the purpose of facilitating direct tax payments to Revenue. My Tax Rebate does not collect or hold tax funds for onward payment to Revenue. All tax payments due are collected directly by Revenue from the client's account via direct debit on agreed payment dates.

Service Scope:

Our rental income service covers PAYE employees and pensioners with rental property income only
Service includes Form 11 preparation, filing, and basic Revenue correspondence
Does not include complex tax planning, property acquisition advice, or legal services

Timeline Commitments:

Draft returns prepared within 10 business days of receiving agent link approval and complete documentation
Final submission within 2 business days of client approval
Revenue correspondence responded to within 5 business days

Client Responsibilities:

Provide complete and accurate rental income and expense records
Respond to requests for information within 5 business days
Approve final return before Revenue submission
Maintain adequate bank account funds for both Revenue tax payment and service fee collections

Limitations of Service:

Service covers standard rental income scenarios for a maximum of 4 rental properties
Complex property structures or commercial lettings may require additional fees
We reserve the right to refer complex cases to specialist advisors

7. CANCELLATION AND TERMINATION

7.1 Your Right to Cancel

You may deregister from our services at any time by:

Requesting removal of our agent link via our contact form
Removing us as your tax agent through Revenue's "ROS" or "myAccount" portals

7.2 Important Cancellation Terms

Critical provision for Tax Rebate Services: If you deregister after we submit a claim to Revenue but before you have been invoiced or Direct Debit has been initiated, you remain fully liable for our fee

We will initiate Direct Debit collection for our estimated fee amount (based on our assessment) or confirmed fee amount (if the refund has been approved by Revenue)

Deregistration does not affect pending claims or outstanding fee obligations. You are responsible for ensuring payment of our fee even after deregistration if a claim was submitted on your behalf

Critical provision for Rental Income Tax Return Services:

For fixed-fee services (rental income returns), if you deregister after we commence preparation of your return, you remain fully liable for the complete service fee
Cancellation after agent link approval but before return filing incurs the full service fee
Revenue tax payment obligations remain in effect even after service cancellation
Deregistration does not affect pending filings or outstanding fee obligations

7.3 Our Right to Terminate

We may cease providing services if we so choose or if you:

Provide false or misleading information
Breach these Terms
Fail to pay fees when due
Request removal of agent authorisation with Revenue

8. DATA PROTECTION AND PRIVACY

8.1 Data Collection and Use

We collect and process personal data including:

Personal identification information (name, PPS number, address)
Employment and tax information
Bank account details for refunds and fee collection
Information regarding tax credits and reliefs

8.2 Legal Basis for Processing

We process your data under:

Contract performance (to provide our services)
Legal obligation (tax law compliance)
Legitimate interest (business operations)

8.3 Data Sharing

We share data with:

Revenue (as required for tax agent services)
GoCardless (for Direct Debit collection)
Stripe (for card payments)
ClickUp (for client management)
Debt collection agencies (if applicable)

8.4 Your Rights

Under GDPR, you have rights to:

Access your personal data
Rectify inaccurate data
Object to processing in certain circumstances
Request data portability
Lodge complaints with the Data Protection Commission

8.5 Data Retention

We retain your data for the periods required by tax law and regulatory obligations, typically 6 years after our last interaction.

For full details, see our Privacy Policy effective 01/06/2020: https://www.mytaxrebate.ie/privacy-policy/

9. INTELLECTUAL PROPERTY

All website content, logos, text, and materials are owned by My Tax Rebate. You may use our website for personal, non-commercial purposes only. You may not copy, reproduce, distribute, or create derivative works without written permission.

10. LIMITATION OF LIABILITY AND DISCLAIMERS

10.1 Liability Cap

Our total liability to you for any claim is limited to the amount of fees you have paid to us.

10.2 Service Disclaimers

We disclaim liability for:

Revenue decisions regarding claim approval, rejection, or tax assessments
Delays in Revenue processing of returns or payments
Underpayments, overpayments, or errors by Revenue
Requirements by Revenue for additional tax returns to approve refunds
Revenue penalties or interest charges arising from late filing (if caused by client delays in providing information)
Property-specific tax implications not disclosed during the application process

10.3 No Guarantees

We do not guarantee:

That you will receive a tax refund (Tax Rebate services)
The amount of any tax liability or refund
The timing of Revenue decisions or processing
Specific tax savings or optimisation outcomes

11. CONSUMER RIGHTS

11.1 Client Deregistration Rights

You have the right to deregister from our services at any time as outlined in Section 6. Because this is a claims service and you may deregister at any time, no standard cooling-off period applies to our services.

The key consideration is that if you deregister after we have submitted a claim to Revenue but before invoicing or Direct Debit initiation, you remain liable for our fee based on either:

Our estimated fee calculation, or
The confirmed fee amount if Revenue has approved the refund

11.2 Unfair Terms

These Terms are drafted to comply with Irish consumer protection law. If any term is found unfair or unenforceable, it will be severed without affecting the remaining terms.

12. DISPUTE RESOLUTION

12.1 Governing Law

These Terms are governed by Irish law and subject to the jurisdiction of Irish courts and Revenue Commissioners' procedures.

12.2 Dispute Resolution Options

For fee-related disputes under €2,000, you may use the Small Claims Court procedure. For larger disputes or other matters, you may:

Pursue mediation through authorised ADR bodies
Bring proceedings in the appropriate Irish court

12.3 Solicitor Requirements

Before commencing court proceedings, your solicitor must consider and advise you about mediation as required by the Mediation Act 2017.

13. AMENDMENTS TO TERMS

13.1 Our Right to Amend

We reserve the absolute right to amend these Terms at any time without notice. Amended Terms will be posted on our website.

13.2 Fee Changes

Changes to fee structure will only apply to new clients registering after the change date.

13.3 Acceptance of Changes

Your continued registration with us after Terms are amended constitutes acceptance of the new Terms. We will not provide individual notice of changes. Clients should check the Terms occasionally for any material changes.

14. COMMUNICATION AND NOTICES

14.1 Communication Channels

All communications should be made through:

Our website contact form: https://www.mytaxrebate.ie/contact/
Email: info@MyTaxRebate.ie

14.2 Service of Notices

Any legal notices to us should be served via our contact form.

15. GENERAL PROVISIONS

15.1 Entire Agreement

These Terms constitute the entire agreement between us and supersede all prior understandings.

15.2 Severability

If any provision is deemed invalid, the remaining provisions remain in full effect.

15.3 Waiver

Failure to enforce any right does not constitute a waiver of that right.

15.4 Force Majeure

We are not liable for delays or failures due to circumstances beyond our reasonable control.

Important Notes:

Check these Terms regularly as they may be updated without notice
Contact us through our website if you have questions about these Terms
These Terms are effective from the date shown above