Revenue Domicile Levy Return Form

Streamline Your Irish Domicile Levy Return with Paperform

If you're a high net worth individual domiciled in Ireland, managing your annual domicile levy return can be complex—especially when it involves declaring worldwide assets, calculating thresholds, and ensuring full compliance with Irish Revenue requirements. This Revenue Domicile Levy Return Form template is designed specifically for wealth managers, tax advisors, accountants, and qualifying individuals who need a professional, secure solution for collecting and submitting domicile levy information.

What is the Domicile Levy?

The domicile levy is an annual charge that applies to Irish-domiciled individuals whose worldwide income exceeds €1 million and whose Irish income tax liability falls below €200,000. Introduced to ensure high earners contribute a minimum level of tax, the levy requires detailed declaration of worldwide assets, income sources, and existing tax liabilities. Getting it right means comprehensive data collection, accurate calculations, and timely submission to Irish Revenue.

Why Use Paperform for Irish Revenue Compliance Forms?

Paperform is trusted by accounting firms, tax advisory practices, and professional services across Ireland and internationally because it combines the flexibility of a document editor with the power of a data collection and workflow platform. Instead of juggling PDFs, spreadsheets, and email threads, you can create a single, branded form that guides clients through every required field, performs real-time calculations, and routes submissions directly into your practice management system or secure storage.

Key benefits for Irish tax and advisory professionals:

• Brand-aligned design: Present a professional, on-brand experience that reflects the quality of your advisory services—critical when working with high net worth clients who expect discretion and polish.
• Conditional logic and calculations: Show or hide asset categories based on responses, calculate aggregate values, and determine levy liability thresholds without manual spreadsheet work.
• Secure data handling: SOC 2 Type II compliant and GDPR-ready, with data residency controls and encrypted transmission to protect sensitive financial information.
• Seamless integration: Connect submissions to your CRM, practice management software, or secure document storage via native integrations or Stepper workflows.
• eSignature capability: Pair your form with Papersign to collect client declarations and authorisations with legally binding eSignatures, creating a complete audit trail from data collection to signed submission.

Who Should Use This Template?

This template is ideal for:

• Tax advisors and accountants managing domicile levy filings for multiple high net worth clients.
• Wealth management firms coordinating annual compliance across diverse asset portfolios.
• In-house finance teams at family offices or private advisory practices.
• High net worth individuals self-filing their domicile levy return with confidence.

What's Included in This Template?

Our Revenue Domicile Levy Return Form covers all essential sections required for Irish Revenue compliance:

1. Personal and domicile information: Full name, PPS number, tax reference, contact details, and confirmation of Irish domicile status.
2. Income declaration: Worldwide income breakdown by category (employment, investment, rental, business, pensions, foreign income).
3. Worldwide asset declaration: Comprehensive listing of assets including property, financial investments, business interests, trusts, and other holdings—both Irish and foreign.
4. Irish tax liability summary: Existing income tax, USC, and other Irish taxes paid or due in the relevant tax year.
5. Levy calculation: Automated threshold checks and levy liability determination based on the €1 million income and €200,000 tax thresholds.
6. Supporting documentation upload: Secure file fields for tax certificates, foreign tax statements, asset valuations, and other required evidence.
7. Declaration and authorisation: Client confirmation of accuracy and consent for Revenue submission.

Every field is designed with Irish Revenue requirements in mind, ensuring you capture the detail needed for a compliant, audit-ready submission.

Automate Follow-Up and Filing with Stepper

Once a client submits their domicile levy form, you can use Stepper—Paperform's AI-native workflow automation platform—to trigger your entire post-submission process:

• Notify your team via Slack or email when a new return is submitted.
• Create tasks in your project management or practice management system for review and filing.
• Update client records in your CRM or accounting software with the latest submission status.
• Generate PDF summaries and route them for partner review or client confirmation.
• Send reminders for missing documentation or follow-up signatures.

By automating these steps, you reduce manual admin, eliminate the risk of missed deadlines, and free up your team to focus on advisory work rather than data wrangling.

Built for Irish Compliance, Trusted Globally

Paperform is used by over 500,000 teams worldwide, including accounting practices, legal firms, and advisory services that demand enterprise-grade security with small-business simplicity. Our SOC 2 Type II compliance, GDPR alignment, and flexible data residency options mean you can confidently handle sensitive financial data for Irish and international clients alike.

Whether you're managing a handful of high net worth returns or coordinating filings for dozens of clients, this template scales with your practice—offering the structure you need for compliance and the flexibility to adapt to each client's unique circumstances.

Get Started Today

Ready to modernise your domicile levy filing process? Use this template as-is, or customise it in Paperform's intuitive editor to match your firm's branding, add custom fields, or integrate with your existing tech stack. With Paperform, you'll turn a complex regulatory requirement into a smooth, professional client experience—and give your team back hours every filing season.

Start building smarter, more compliant workflows for Irish Revenue forms with Paperform, trusted by advisors who value accuracy, security, and client experience.