How do I claim tax relief on my income protection?
Niall O'Connor MSc CFP® QFA
Co-Founder
To obtain tax relief:
- 1. Log into MyAccount on Revenue’s website
- 2. Under PAYE services, find “Manage Your Tax”
- 3. Click “Claim Tax Credits”
- 4. Select “Health” and “Permanent Health Benefit”
- 5. Use the Income Protection Tax Certificate found on page 2 of your policy certificate