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Date of Birth:
Email Address:
PPS Number:
(mandatory)
authorise Red Oak Personal Financial LTD, t/a Red Oak Tax Refunds, TAIN 72344O with an address at Enterprise House, OBrien Road,
Carlow, 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 claimed relates by Red Oak Tax
Refunds P or myself
.
I confirm that this authorisation will remain in force until Revenue is formally notified of its cessation by either myself or Red Oak Tax Refunds.
Mandatory
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 Red Oak Tax Refunds to support any refund, credit claims or claims
for allowances and reliefs made to Revenue on my behalf by Red Oak Tax Refunds.
I confirm that I will provide details of all my sources of income to Red Oak Tax Refunds.
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 and that Red Oak Tax Refunds will be required to
produce same to Revenue upon request.
Signed: (Client)
Date:
Signed: (Spouse)
Date:
Signed: (Agent)
Mobile Phone:
Postal Address:
Marital Status:
If you are co-habiting and not married, please complete a separate form for each person
11
Yes
13
12
No
14
Yes
No
Spouse (Husband/Wife) Personal Details (if you are living with a partner, but not married, please completed separate forms)
Spouse Name:
Spouse D.O.B
/
11
12
14
Possible Refunds
Occupation: What was your primary occupation each
year?
2011
2012
2013
2014
N/A
N/A
N/A
2012
2013
2014
Medical Expenses
2011
Rent Details Please include details of your rent for each tenancy in the last 4 years.
Were you renting on or before 7/12/2010?
Year 2011
Date commenced:
Landlord
Date ended:
Estate Agent
/
Parent
Rent paid in year:
Landlord Overseas
Rental Address:
Landlord/Agent Name & Address:
Year 2012
Date commenced:
Landlord
Date ended:
Estate Agent
/
Parent
Rent paid in year:
Landlord Overseas
Rental Address:
Landlord/Agent Name & Address:
Year 2013
Date commenced:
Landlord
Date ended:
Estate Agent
/
Parent
Rent paid in year:
Landlord Overseas
Rental Address:
Landlord/Agent Name & Address:
Year 2014
Date commenced:
Landlord
Date ended:
Estate Agent
/
Parent
Rent paid in year:
Rental Address:
Landlord/Agent Name & Address:
Please return complete form to Red Oak Tax Refunds, FREEPOST, Enterprise House, OBrien Road, Carlow
or email to refunds@redoaktaxrefunds.ie
Landlord Overseas