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How it works

How to claim tax back with TaxMind, step by step

Here is exactly what happens from your first message to Revenue's decision, what we ask of you, and what we take care of.

The stages of a review

  1. You tell us about your situation

    Sign up online, or send us a WhatsApp message. Sign-up asks for your details, a code sent to your mobile and an on-screen signature on our agent authorisation.

    Your part

    About 3 minutes online.

    Our part

    We reply by your chosen method within one working day.

  2. A short conversation

    We ask about your work, your home and your family for the years in question. From that, we can usually tell you which credits and reliefs are worth checking.

    Your part

    Answer a few questions. It is fine not to know the tax terms.

    Our part

    Tell you honestly whether a review is likely to be worthwhile. No charge for this conversation.

  3. You authorise us and share your details

    To act for you, we need your written permission. You sign a tax agent authorisation online, and we link to your Revenue record as your agent.

    Your part

    Sign the authorisation and send your PPS number and any receipts through secure onboarding.

    Our part

    Set up the agent link with Revenue. We never ask for your myAccount password.

  4. We review your record

    We check each year you can still claim against the credits and reliefs that may apply to you, and prepare a plain-English summary of what we found.

    Your part

    Nothing, unless we have a question for you.

    Our part

    A year-by-year review, done by a person, not left to software.

  5. You approve

    We show you what we plan to claim for each year and the fee. Nothing is filed until you say yes.

    Your part

    Read the summary, ask anything, then approve.

    Our part

    Explain every item, including any year where the review shows tax owed.

  6. We file and follow up

    We submit the return for each year. Revenue reviews them and issues a Statement of Liability for each, showing any refund due.

    Your part

    Let us know if Revenue contacts you directly.

    Our part

    Answer Revenue's queries on the returns we filed and confirm the outcome with you. Fee: invoiced after your refund is processed, payable within 7 days.

Reviewed by Mathews, Registered Tax Agent (TAIN 81640T). Last reviewed November 2026. Figures checked against revenue.ie.

Responsibilities

What we each look after

Using a tax agent does not hand over responsibility for your tax affairs. It means you have an expert doing the work and checking it with you.

Your part

  • Give us complete and accurate information
  • Keep receipts for anything we claim on your behalf
  • Tell us about changes, such as a new job, marriage or moving home
  • Read and approve the summary before we file

Our part

  • Review every claimable year carefully
  • Explain what we found and the fee before filing
  • File only what you have approved
  • Keep your information secure and use it only for your service

Support

One team, on the channel that suits you

Most clients talk to us on WhatsApp. You can also call or email. Languages: Languages offered, e.g. English and Malayalam.

Find out what you can still claim.

Tell us a little about your situation. It takes about 3 minutes, and there is no obligation to go ahead.

Prefer to chat first? WhatsApp us on +353 89 499 5114 (opens in a new tab).

Tax tips and deadline reminders

Short, plain-English emails about tax credits, refunds and Revenue deadlines. No spam.