Capital Acquisitions Tax (CAT) Return Form

Navigating Irish Capital Acquisitions Tax (CAT) obligations doesn't have to be complicated. This Capital Acquisitions Tax Return Form template is designed specifically for Irish solicitors, accountants, tax advisors and beneficiaries who need to prepare and submit CAT returns to the Revenue Commissioners.

Whether you're processing gift tax or inheritance tax returns, this template streamlines the entire workflow—from capturing beneficiary details and relationship thresholds to calculating valuations on property, cash, securities and other assets. Built-in calculators help determine tax liability based on current Revenue thresholds (Group A, B, and C), while conditional logic ensures you only see the fields relevant to your specific situation.

The form accommodates all common CAT scenarios including small gift exemptions, agricultural relief, business relief, dwelling house relief and favourite nephew/niece relief. You can document multiple assets within a single return, track prior benefits received, and generate a clear summary for your records or Revenue submission.

Perfect for professional services firms: This template integrates seamlessly with your existing client workflows. Use Paperform's native integrations to sync submissions with your practice management software, CRMs like HubSpot or Salesforce, or accounting platforms. Conditional email notifications ensure the right team members are alerted based on return complexity or value thresholds.

Take it further with Stepper: Connect this form to Stepper workflows to automate your CAT return process—route high-value returns for partner review, trigger follow-up tasks for supporting documentation, update client records automatically, or create approval chains for multi-beneficiary estates.

Secure and compliant: With SOC 2 Type II compliance, role-based permissions and data residency controls, Paperform provides the enterprise-grade security Irish professional services firms require, while keeping the platform simple enough for any team member to use.

Whether you're a tax advisor preparing multiple returns, a solicitor managing estate administration, or an executor handling inheritance matters, this CAT return form gives you a professional, efficient and accurate foundation for Irish tax compliance.