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START HERE18 October 2026 · 3 min read
By Irish Tax Mate

How We Work: From Your First Message to Your Tax Return

TL;DR · the whole process
⏱ 5 minutes of your time📅 Return done in 2–5 working days💶 No refund, no fee
  1. Leave your detailsOnline form or WhatsApp. 2 minutes.
  2. Fill in our questionnaireWe email it to you. PPSN, jobs, rent, medical costs.
  3. Approve us on RevenuemyAccount → MyEnquiries → Agent-Client Link → Approve.
  4. We file your return2–5 working days later. Questions? We email or WhatsApp you.
  5. Get your refundRevenue pays straight into your bank account.
Illustration of a person holding an Irish payslip beside a euro coin symbol

Five steps, most of them on our side. Here's exactly what happens after you get in touch, what we'll ask you for, and how long it takes.

Step 1: You leave your details

Fill in the online form or send us a message on WhatsApp. It takes about two minutes, and nothing is filed or charged at this stage.

Step 2: You fill in our questionnaire

We email you a short questionnaire. It collects what our team needs to start preparing your tax return, so you only explain your situation once.

  • Who you are: name, contact details and your PPS number.
  • Your work: the jobs you've had in Ireland and when you started or left each one.
  • What you've paid for: rent, medical bills, working from home, and anything else that might give you money back.
  • Your situation: married or single, when you arrived in Ireland, and whether you're planning to leave.

Not sure about something? Leave it blank or write a note. We'll ask.

Step 3: You approve us as your tax agent

We send Revenue a request to link us to your record as your tax agent. Revenue then emails you to say you have a new message in myAccount. Approve the request there, and we can see your tax record and file for you.

  1. Sign in to myAccount on revenue.ie.
  2. Click MyEnquiries at the top right.
  3. Open the message from Revenue titled Agent-Client Link.
  4. Check that the agent is Irish Tax Mate and click Approve.

No email from Revenue? Sign in to myAccount anyway and go to MyEnquiries: the request is there even if the email went to spam. If you can't find it, message us and we'll resend it. Revenue explains the process on its tax agent page.

Step 4: We prepare and file your return

Two to five working days after you approve us, we complete your return. We check every open year, add every credit and relief you're entitled to, and file it with Revenue for you.

If we need anything else, such as a missing date or a receipt, we'll contact you by email or WhatsApp, whichever you prefer.

Step 5: Revenue pays you

Revenue pays any refund straight into the bank account on your Revenue record. We confirm what was filed and what to expect.

For refunds, our fee is 15% of what we find (excl. VAT). If there's no refund, there's no fee. The fees for all our services are on our services page.

Questions we get asked

Is it safe to approve you as my tax agent?

Yes. It's Revenue's own system: you approve the link in myAccount, it lets us view your record and file returns for you, and you can ask Revenue to remove it at any time.

How long does the whole thing take?

Filling in the questionnaire takes a few minutes. Once you've approved us in myAccount, we complete your return in two to five working days. When Revenue pays the refund depends on Revenue.

Can I do all of this from my phone?

Yes. The questionnaire, myAccount and WhatsApp all work on a phone.

Sort this for me

Rather not deal with the paperwork? Our Tax Back service handles exactly this — and you can read the full guide to Irish tax if you want the bigger picture first.

Ready to start?

Leave your details and we'll send you the questionnaire. 15% of what we find (excl. VAT). No refund, no fee.