Streamline Your EIS Carry-Back Relief Election with Paperform

The Revenue Employment and Investment Incentive Scheme (EII, formerly known as EIS) provides valuable tax relief for Irish investors who subscribe for shares in qualifying unquoted trading companies. For eligible investors, carry-back relief allows you to claim tax relief in the previous tax year, accelerating your tax benefits and improving cash flow.

This EIS Carry-Back Relief Election Form template is designed specifically for investors, financial advisors, accountants, and qualifying companies in Ireland who need to formally elect carry-back relief with Revenue. Rather than managing paper forms or complex PDFs, this digital template captures all the essential information required by Revenue in a clear, compliant format.

Designed for Irish Tax and Investment Professionals

Whether you're an accountant managing multiple client investments, a financial advisor supporting entrepreneurs, or an investor making direct EIS investments, this template helps you:

• Collect accurate investor and company details including PPS numbers, tax reference numbers, and company registration details
• Document the subscription details including share class, number of shares, subscription amount, and subscription date
• Capture the carry-back election with clear specification of the tax year to which relief should be applied
• Maintain compliance with Revenue requirements for EII/EIS relief claims

The form uses conditional logic to ensure all required information is captured based on the type of relief being claimed, and includes validation to catch common errors before submission.

Automate Your EIS Administration with Stepper

Once you've collected the election details through Paperform, you can use Stepper to automate the workflow that follows. Set up automations to:

• Generate PDF copies of the election for Revenue submission and client records
• Update your accounting or CRM system with investment details
• Trigger email notifications to investors confirming their election
• Create tasks in your project management system for follow-up documentation
• Route elections for review and approval within your firm

This integration between Paperform and Stepper means your EIS administration becomes a streamlined process rather than a manual paper chase.

Built for Professional Service Firms

For accountants and financial advisors managing multiple clients, this template can be customized with your firm's branding, embedded on your website, or shared via secure links. The clean, professional design reflects well on your practice while making it easy for clients to provide accurate information.

All data is captured securely with SOC 2 Type II compliance, giving you and your clients confidence that sensitive financial and personal information is properly protected. Submissions can be exported to Excel, sent to your practice management software, or stored in your preferred cloud storage solution.

Start using this EIS Carry-Back Relief Election Form template today to make Irish tax compliance more efficient for your firm and your clients.