Revenue changes to claiming pension tax relief
People claiming tax relief on pension contributions must now upload either a pension certificate or a pension contribution details form. This can be a word document or PDF containing the following information:
- The date of pension contribution
- The total amount paid
- The type of contract to which the contribution was paid
- The policy or scheme number
- The name of the insurance company/pension provider
- The name and address of the customer
- Confirmation tax relief hasn't already been provided on the contribution by salary deduction through payroll
We've put together a template of a pension contribution details form that you can use.