36 professionally designed, immediately usable templates for employees, sole traders, companies, employers, and landlords. Download as CSV (Excel) or print-ready PDF.
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Good record-keeping is the foundation of every Irish tax return. Revenue can request records going back six years — and the difference between a straightforward audit and a painful one almost always comes down to the quality of your records. These templates are designed to make that easy: structured, consistent, and complete.
Every template on this page is free to download, immediately usable, and formatted for the Irish tax system. Whether you are a PAYE employee tracking medical expenses, a sole trader managing quarterly VAT, or a company director monitoring dividends, there is a template here for you.
Each template is available in two formats:
No account required. No email sign-up. No watermarks. All templates are completely free.
PAYE employees often leave tax credits unclaimed simply because they do not track their eligible expenses. The Payslip Budget Planner helps you understand your take-home pay relative to your expenses. The Medical Expenses Tracker ensures every qualifying health cost is recorded for Revenue MyAccount claims. The Remote Working Expenses Log captures home office costs for the 30% Revenue relief.
Sole traders and freelancers face the most paperwork — but also the most opportunity to reduce their tax legally through allowable deductions. The Expense Tracker covers all standard categories with VAT columns. The Mileage Log uses the Revenue civil service rates (41.80c/km for the first 6,437km in 2026). The Cash Flow Planner and Preliminary Tax Planner are essential tools for managing the October payment.
Limited companies need professional documentation for both Revenue and company law compliance. The Invoice and Quote Templates are formatted for Irish VAT requirements. The Director Loan Tracker is critical — loans from a company to its directors must be disclosed in accounts and CT1 returns, and can attract a 25% surcharge if not repaid within nine months of the accounting year-end.
Employers in Ireland operate under PAYE Modernisation — real-time payroll reporting where every pay event must be reported to Revenue on or before the pay day. The Monthly Payroll Planner keeps your PAYE/PRSI deadlines visible for every month. The New Employee Checklist ensures nothing is missed when taking on staff.
VAT-registered businesses file a VAT3 return every two months. The VAT Sales Register, VAT Purchase Register, and VAT Reconciliation Worksheet form a complete system: record every sale and purchase as you go, then reconcile the totals to your VAT3 before filing. The reconciliation step catches discrepancies before they become Revenue queries.
Landlords must declare all rental income on their annual Form 11. The Rental Income Tracker ensures nothing is missed. The Rental Expense Tracker covers all allowable deductions — mortgage interest, repairs, insurance, management fees, wear and tear on furniture. The Property Maintenance Log distinguishes between repairs (deductible) and capital improvements (not deductible as an expense).
Filing tax returns accurately requires gathering the right information before you start. The Form 11 Preparation Checklist covers everything from PAYE income and rental income to credits and reliefs. The Revenue Audit Checklist is an essential planning tool — Revenue must give 21 days’ notice of a routine audit, and being prepared significantly reduces the stress and cost of the process.
Revenue can audit any year within six years of the filing date. This means you need to keep:
Store digital records in at least two locations (cloud + local backup). Revenue accepts digital records and scanned receipts — you do not need to keep paper originals, but the digital copies must be legible and complete.
Yes — these templates are designed to be audit-ready. Revenue accepts records in any format, including spreadsheets, as long as they are legible, complete, and support the figures in your tax return. Use the templates consistently throughout the year and back up your data regularly.
Yes. Open Google Sheets, go to File → Import → Upload, and select the downloaded .csv file. All columns and structure will import correctly. You can then save it as a Google Sheet and share it with your accountant.
After downloading the HTML file, open it in Chrome, Firefox, or Edge. Click the "Print / Save as PDF" button at the top, then in the print dialog select "Save as PDF" as the destination. This works on all major browsers and produces a professional PDF document.
These templates are designed to capture the information Revenue typically requires for each type of record. However, they are general-purpose tools and do not constitute tax advice. Revenue’s requirements can vary based on your specific situation. For complex tax matters, consult a qualified accountant or tax adviser.
Absolutely. Download the CSV or PDF version and share it directly with your accountant by email or via a shared folder (Google Drive, Dropbox, etc.). The structured format makes it easy for accountants to extract the figures they need for your tax return.
The Revenue civil service mileage rates for 2026 are: 41.80 cent per kilometre for the first 6,437 km, and 23.50 cent per kilometre thereafter. These rates apply to business journeys. Private journeys are not claimable. Use the Mileage Log template to track each business journey and calculate the claimable amount.
These templates make record-keeping straightforward, but every tax situation has nuances. If you are self-employed, a company director, or a landlord in Ireland and want expert guidance on your specific situation, the team at d’Emilia Accounting specialises in Irish tax compliance for imigrantes and business owners. They can review your records, prepare your returns, and make sure you are claiming everything you are entitled to.
These templates are provided for informational and record-keeping purposes only. They do not constitute tax or legal advice. Tax law changes regularly — always verify current rates, thresholds, and deadlines with Revenue or a qualified tax professional before filing returns or making financial decisions.