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Seminar

Prepare for Pay & File

On Demand Content: Recorded 2 and 9 September

Speakers: Lauren Clabby, KPMG and Esther Granger, Revenue Commissioners

Please note this session is part of the Practical Income Tax series – if you are attending this series you will automatically be registered on this session.

Programme:

Part 1 Tips & traps for Pay & File

  • Forms 11 & 12 2020 – what is new?
  • Recap on recent legislative changes including Finance Act 2020 – impact on returns
  • Round-up of eBriefs relevant to this filing season
  • Ensuring adequate disclosures including:
    • extract from accounts pages
    • income sources – in the context of 3rd party returns and exchange of information
    • CAT and CGT requirements

Part 2 – Key filing considerations including Covid-19 measures

  • Case I/II
  • Schedule E
    • Share options
    • Taxation of the 2020 Covid-19 payments to individuals
    • Availability of personal tax credits and reliefs including SARP, SURE, FED, split year
    relief, cross border relief, R&D tax credit, etc.
    • Director’s remuneration in the context of PMod
  • Foreign income sources – areas to watch out for e.g. double tax relief, offshore funds, etc.
  • Case V
  • Issues for non-residents, non-domiciles and high net worth individuals
  • Debt warehousing
  • Cashflow considerations including:
    • Preliminary Tax options
    • Year-end options for Case I/II
    • Reviewing deductions and provisions for Case I/II
    • Reviewing deductions, credits and reliefs including pensions, EII, medical expenses, etc.

This seminar is run in association with ACCA Ireland.

Start date & time
6th September 2021 09:00

End date & time
9th September 2021 11:45

CPD Hours:

2.00

Venue:

Online

Prepare for Pay and File
55.00
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1 x Prepare for Pay and File