Business Expansion Scheme (BES) Investment Relief Claim Form

Streamline Your BES Investment Relief Claims with Paperform

The Business Expansion Scheme (BES) is a valuable tax relief programme administered by Irish Revenue for investors in qualifying trading companies. However, navigating the compliance requirements and documentation can be complex and time-consuming.

This BES Investment Relief Claim Form template is specifically designed for Irish accounting firms, financial advisors, and qualifying trading companies managing BES claims. Instead of wrestling with PDFs or spreadsheets, you get a professional, on-brand digital form that collects all necessary information from both investors and companies in one streamlined process.

Perfect for Irish Professional Services

Whether you're an accountancy practice managing multiple BES claims, a financial advisory firm supporting clients through the investment process, or a qualifying trading company coordinating with your investors, this template handles the detailed verification requirements Revenue expects. Conditional logic ensures you only collect relevant information based on company structure and investment type, while calculation fields help verify relief amounts automatically.

Automation That Works for Irish Compliance

Connect this form to your practice management software, CRM, or document storage via Stepper—Paperform's AI-native workflow builder. Route completed claims to the appropriate team member for review, automatically generate summary reports for Revenue submission, and keep clients updated throughout the process. You can even use Papersign to collect required signatures on declaration statements, creating a complete audit trail linked to the original claim.

Built for Growing Practices

With SOC 2 Type II compliance and data residency controls, Paperform meets the security standards Irish professional services firms require. As your practice scales, Agency+ features let you manage multiple client brands under one roof, while role-based permissions ensure junior staff only access appropriate claim information.

Trusted by over 500,000 teams worldwide and featuring 30,000+ designer templates, Paperform helps Irish accounting and legal professionals deliver faster, more accurate compliance services without the administrative burden.