Revenue Employee Retention Tax Credit Claim Form

Claim Employee Retention Tax Credits with Paperform

For Irish businesses navigating economic challenges while keeping their workforce intact, claiming employee retention tax credits through Revenue can provide crucial financial relief. This Employee Retention Tax Credit Claim Form streamlines the entire process, helping you document retained employees, reconcile payroll data, and submit accurate claims to Revenue—all through one professional, compliant digital form.

Built for Irish businesses facing economic disruption

Whether you're a small enterprise, professional services firm, or growing SMB dealing with market volatility, reduced turnover, or sector-specific challenges, this template captures everything Revenue requires: company registration details, CRO number, tax reference numbers, employee headcount comparisons, payroll period breakdowns, and supporting documentation. Conditional logic ensures you only see relevant questions based on your claim type and business structure, while calculation fields automatically reconcile payroll figures and compute eligible credit amounts.

Automate claims processing with Stepper

Once submitted, this form doesn't just collect data—it can trigger your entire claims workflow. Connect to Stepper to automatically route submissions to your accountant or finance team, generate summary PDFs for Revenue submission, update your internal records, and notify stakeholders of claim status. No more chasing spreadsheets or manually compiling documentation across email threads.

Secure, compliant and audit-ready

Paperform is SOC 2 Type II and GDPR compliant, giving you the security and data residency controls essential for handling sensitive payroll and tax information. Every submission is timestamped, encrypted, and stored securely, creating a clear audit trail for Revenue inspections or internal reviews. You can also collect supporting documents directly in the form—P30s, payroll reports, and bank statements—keeping everything organised in one place.

Designed for finance teams and business owners

This template suits accountants, HR managers, finance directors, and business owners who need a straightforward, professional way to manage tax credit claims without building forms from scratch. Customise the branding, add your company logo, adjust calculations to match your specific payroll structure, and embed the form on your intranet or share it directly with your finance team.

Trusted by over 500,000 teams worldwide and featuring 30,000+ designer templates, Paperform gives Irish businesses the tools to handle complex regulatory forms with confidence—no coding required.