About this session
Irish employee tax planning begins in payroll but does not end there.
Revenue provides PAYE information through the employee's Tax Credit Certificate and the employer's Revenue Payroll Notification, while Income Tax, USC and PRSI can all appear on the same payslip for different reasons.
Multiple jobs, changes to tax credits, employment expenses, benefits in kind, pension contributions and other income can all affect the wider tax position.
This session turns those moving parts into a practical employee tax system. Participants first understand PAYE, tax credits, rate bands, marginal tax, USC, PRSI, multiple employments, and the annual Revenue review.
They then learn to distinguish tax credits, reliefs and exemptions and examine Flat Rate Expenses, actual employment expenses, remote-working relief, employer reimbursements, and the evidence needed to support legitimate claims.
The later modules examine taxable employer benefits, pension contribution tax relief, the important distinction between ordinary pension tax relief and MyFutureFund's State-top-up model, investment income, DIRT, CGT, rental and other non-PAYE income, and the boundary between PAYE administration and self-assessment.
Participants finish with an Ireland Tax Planning Calendar covering payroll, tax evidence, investments, annual PAYE return review, Statement of Liability, and the points at which specialist support is appropriate.
What your people take away
- Understand how PAYE, tax credits, rate bands, and the Revenue payroll system connect with the final annual tax position
- Distinguish Income Tax from USC and PRSI and understand how multiple jobs or marital-assessment choices can affect payroll administration
- Evaluate employment expenses, tax credits, reliefs, and exemptions using current eligibility and evidence rules
- Understand the tax boundaries around employer benefits, qualifying pension contributions, and MyFutureFund without receiving benefit or retirement recommendations
- Recognize investment, rental, non-PAYE, self-assessment, equity, and cross-border tax triggers and build a repeatable annual Revenue-review system
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What each length covers
30 minutes
30 Minutes — Key Points: Understand Your Irish PAYE Tax PositionA focused 30-minute session on three key points from Understand Your Irish PAYE Tax Position: connect PAYE, tax credits & rate bands with final annual tax, distinguish Income Tax, USC & PRSI and understand multiple jobs & marital assessment without chasing a payroll result.
- Connect PAYE, tax credits & rate bands with final annual tax
- Distinguish Income Tax, USC & PRSI
- Understand multiple jobs & marital assessment without chasing a payroll result
Covers 3 of 4 points in Understand Your Irish PAYE Tax Position.
60 minutes
60 Minutes — Module 1: Understand Your Irish PAYE Tax PositionStart with the Irish employee tax framework. Participants connect PAYE, tax credits, rate bands, TCC / RPN information, marginal tax, USC, PRSI, multiple jobs, and the final annual tax review without attempting to calculate an individual's liability.
- Module 1: Understand Your Irish PAYE Tax Position
- PAYE / TCC / RPN Map
- Tax Credits & Rate Bands
- Marginal Tax Basics
- Income Tax vs USC vs PRSI
- Multiple Employment
- Annual PAYE Review
- Live Q&A
Covers 1 of 4 parts: Understand Your Irish PAYE Tax Position.
90 minutes
90 Minutes — Modules 1 and 2: Understand PAYE & Build Your Credits / Employment Expense SystemBuild on PAYE literacy with tax credits, reliefs, exemptions, Flat Rate Expenses, actual employment expenses, Remote Working Relief, employer reimbursements, and supporting records. Participants learn why an expense being connected with work does not automatically make it deductible.
- Module 1: Understand Your Irish PAYE Tax Position
- Module 2: Build Your Tax Credit, Relief & Employment Expense System
- Tax Credit vs Relief vs Exemption
- Flat Rate Expenses vs Actual Expenses
- Remote Working Relief
- Reimbursement Boundaries
- Ireland Tax Evidence System
- Live Q&A
Covers 2 of 4 parts: Understand Your Irish PAYE Tax Position and Build Your Tax Credit, Relief & Employment Expense System.
3 hours
Covers 3 of 4 parts: Understand Your Irish PAYE Tax Position, Build Your Tax Credit, Relief & Employment Expense System and Understand Workplace Benefits, Pensions & MyFutureFund Tax Interactions.
Full day
Full Day — Complete Irish Tax Planning Essentials WorkshopExplore all four modules with PAYE / tax-credit scenarios, multiple-employment examples, marital-assessment boundaries, employment-expense exercises, benefit-in-kind examples, pension / MyFutureFund tax comparisons, investment and CGT triggers, PAYE versus self-assessment scenarios, myAccount review, and an Ireland Tax Planning Calendar. Participants leave with a structured tax-management system rather than individualized tax advice or a list of deductions to maximize.
- Module 1: Understand Your Irish PAYE Tax Position
- Module 2: Build Your Tax Credit, Relief & Employment Expense System
- Module 3: Understand Workplace Benefits, Pensions & MyFutureFund Tax Interactions
- Module 4: Manage Investments, Other Income & the Annual Revenue Review
- PAYE / TCC / RPN exercise
- Multiple Job & Rate Band scenario
- Tax Credit / Relief / Exemption lab
- Employment Expense Decision Map
- BIK & Reimbursement Tax Map
- Pension vs MyFutureFund Tax Boundary exercise
- Investment / CGT / Non-PAYE Trigger Check
- PAYE Income Tax Return Review
- Statement of Liability Review
- Ireland Tax Planning Calendar
- Live Q&A
Covers all 4 parts.
Also available as a 4-week or 8-week program, for change that lasts. Ask us about it.
What’s covered
Understand Your Irish PAYE Tax Position
Every length- Connect PAYE, tax credits & rate bands with final annual taxParticipants learn how PAYE withholding, tax credits, standard-rate bands, Tax Credit Certificate information, and Revenue Payroll Notifications connect with annual Income Tax.
- Distinguish Income Tax, USC & PRSIParticipants learn that Income Tax, Universal Social Charge, and Pay Related Social Insurance are separate payroll deductions with different purposes and rules.
- Understand multiple jobs & marital assessment without chasing a payroll resultParticipants examine how tax credits and rate bands can be allocated across multiple employments and how joint assessment, separate assessment, and separate treatment can affect married employees or civil partners.
- Use the annual review to check the whole tax yearParticipants learn why payroll is only one part of the tax picture and how myAccount, the PAYE Income Tax Return, and the Statement of Liability can be used to review the complete year, claim eligible reliefs, declare specified additional income, and identify a refund, underpayment, or balanced outcome.
Build Your Tax Credit, Relief & Employment Expense System
90 minutes and longer- Distinguish tax credits, reliefs & exemptionsParticipants learn that tax credits reduce Income Tax after the tax calculation, reliefs can reduce the income on which tax is calculated under their rules, and exemptions can remove specified income from tax where conditions are met.
- Distinguish Flat Rate Expenses from actual employment expensesParticipants learn why Revenue-agreed Flat Rate Expense allowances apply only to specified employment groups while other employee expenses face a strict eligibility and evidence test.
- Handle remote work, reimbursements & professional costs carefullyParticipants examine Remote Working Relief, employer remote-work payments, professional costs, business travel, ordinary commuting, and other supplied employee scenarios.
- Build the evidence while the tax year is happeningParticipants create an Ireland Tax Evidence System covering employment expenses, remote-work records, professional fees, health / rent / education or other current relief documentation, pension contributions, investment records, and relevant Revenue documents.
Understand Workplace Benefits, Pensions & MyFutureFund Tax Interactions
3 hours and longer- Understand benefit in kind & employer expenses without treating every benefit the sameParticipants learn that non-cash benefits, employer-paid obligations, and expense reimbursements can receive different Income Tax, USC, and PRSI treatment depending on the benefit and current rules.
- Understand pension income tax relief without turning it into contribution adviceParticipants learn why qualifying employee contributions to occupational pension schemes, AVCs, PRSAs, and other qualifying arrangements can receive Income Tax relief within current limits.
- Distinguish pension income tax relief from USC & PRSI treatmentParticipants learn that qualifying pension contributions can reduce Income Tax under current rules while employee pension contributions do not automatically reduce the pay base used for USC or PRSI.
- Keep MyFutureFund's State top-up separate from ordinary pension tax reliefParticipants learn that MyFutureFund operates under a distinct employee / employer / State contribution model.
Manage Investments, Other Income & the Annual Revenue Review
Full day only- Distinguish deposit interest, dividends, capital gains & fund taxParticipants learn why DIRT-treated deposit interest, dividends, direct-share gains, CGT, Irish or foreign investment funds, ETFs, and offshore products can fall under different Irish tax rules.
- Recognize rental, equity, business & other non-PAYE tax triggersParticipants identify rental income, employee share schemes, freelance or business income, significant additional non-PAYE income, gifts / inheritances, and other items that can move an employee beyond routine PAYE administration.
- Know when PAYE administration becomes self-assessmentParticipants learn that limited additional income can sometimes be reported through the PAYE annual-return process while larger or specified non-PAYE income can require self-assessment, ROS, Form 11, and potentially preliminary tax.
- Review the whole year & build the next-year planParticipants review myAccount information, PAYE tax records, eligible credits / reliefs, specified additional income, the PAYE Income Tax Return, Statement of Liability, and unresolved specialist issues and build an Ireland Tax Planning Calendar for the next tax year.
Tools and materials
- Ireland Tax Learning Baseline
- Irish Employee Tax Map
- Irish Tax Terminology Guide
- Ireland Tax Year & Revenue Review Timeline
- PAYE / TCC / RPN Guide
- Income Tax / USC / PRSI Comparison
- Tax Credits & Rate Band Guide
- Multiple Employment Tax Map
- Joint / Separate Assessment Boundary Guide
- Tax Credit / Relief / Exemption Guide
- Employment Expense Decision Map
- Flat Rate Expense Boundary Guide
- Remote Work & Reimbursement Tax Map
- Ireland Tax Evidence System
- BIK & Reimbursement Tax Guide
How booking works
- Book online. Create a free Workbliss profile, then pay with session credits, by card or by invoice.
- Pick a date. Choose a date at least 14 days ahead, or book now and set the date later.
- Choose your expert. Within 3 working days, we send you profiles of the experts available for your date.
- We deliver it. Your expert is briefed on your people and goals, then runs the session live online or at your site.
Questions about Tax Planning Essentials: Ireland
How long is Tax Planning Essentials: Ireland?
Tax Planning Essentials: Ireland runs as 30 minutes, 60 minutes, 90 minutes, 3 hours or full day. You choose the length when you book. A 30-minute session covers three key points from Understand Your Irish PAYE Tax Position: connect PAYE, tax credits & rate bands with final annual tax, distinguish Income Tax, USC & PRSI and understand multiple jobs & marital assessment without chasing a payroll result. A 60-minute session covers Understand Your Irish PAYE Tax Position in full, with a live Q&A. A 90-minute session adds Build Your Tax Credit, Relief & Employment Expense System. A 3-hour session adds Understand Workplace Benefits, Pensions & MyFutureFund Tax Interactions. A full-day session adds Manage Investments, Other Income & the Annual Revenue Review. It is also available as a 4-week or 8-week program.
Can Tax Planning Essentials: Ireland be delivered online or in person?
Yes, both. It runs live online, so every office can join at the same time, or in person at your site, in any country.
How do we book Tax Planning Essentials: Ireland?
Create a free Workbliss profile with your work email, then open Tax Planning Essentials: Ireland to see the price for each length and book it. You can pay with session credits, by card or by invoice, and choose a date at least 14 days ahead, or set it later.
Who leads the session?
A vetted Workbliss expert, briefed on your people, culture and goals before the session. After you book, we send you profiles of the experts available for your date within 3 working days, so you can choose who leads it.
Can it be tailored to our company?
Yes. Every session is shaped around your goals, your people and the benefits you already offer, and delivered by experts in your people’s languages.