Important Information for PAYE Customers

As per procedures introduced by the Revenue Commissioners last year, PAYE pension customers* will again this year be required to upload a statement to claim their tax relief through My Account on Revenue online (ROS).


The Revenue Commissioners have advised that this statement should contain the following information:

Date of payment
Total amount paid
Type of pension product
Policy number**
Name and address of customer
Confirmation that relief is not allowed through payroll – that this is a once off contribution.

Revenue have advised that the note can take the form of a Word document, PDF or Excel. For the avoidance of doubt, this note can be prepared by the taxpayer. Download a form that your clients can complete for this.

EFT Payments

To avoid any delays, please ensure that clients include the following in any EFT sent to Aviva:

• First name
• Surname
• Date of birth
• Policy/scheme number if known.

Please refer to our Electronic Fund Transfer guide for full details.

* Should any issues arise for non-PAYE customers, then the same process as advised above can be followed.

** If the contribution relates to a brand-new policy and the policy number has not been confirmed at the time that the Revenue submission has been made, the client should confirm on the note ‘new policy, policy number to be confirmed’.