Every new year, your investment platform quietly generates an annual statement or tax report. Most people never open it. But that one document contains almost every number you need for your Irish tax return and it’s easy to input into FastTax.ie and complete your return. This guide gets you from statement to completed Form 11 in four steps.
Step 1: Download the right report
Log in on the platform and look for “Reports”, “Statements”, “Documents” or “Tax”. You want the annual statement for the full tax year (1 January – 31 December), plus, if available and applicable, a separate dividend report and a transactions export.
Step 2: Find your four key numbers
- Dividends received — the gross amount, plus any withholding tax deducted (Irish DWT at 25%, or typically 15% US withholding).
- Interest earned on cash — including interest on uninvested balances. Watch out: on some platforms this is actually a money market fund distribution, taxed under the fund rules instead.
- Shares sold — every disposal with proceeds and original cost, for your CGT calculation.
- ETF events — sales, plus any 8-year deemed disposal anniversaries you hit this year. Your statement won’t necessarily flag those so you have to know your purchase dates. See: deemed disposal guide.
Step 3: Enter your numbers on FastTax.ie
Our system makes it easy to enter your numbers in the right place, with helpful info boxes and tips to guide you. Under Income Sources, you’ll find sections called Share Dividends, Deposit Interest Income, and ETF & Offshore Funds. Under Capital Gains Tax, you’ll find the section Sale of Shares. If you’ve bought, sold or earned income in a currency other than euros, our system links to the Revenue’s Average Exchange Rates. The system will then calculate for you the tax owed, if any.
The five places investors go wrong: (1) entering net dividends instead of gross; (2) EU interest in the Irish interest field; (3) forgetting the deemed disposal, because no cash moved to remind you; (4) skipping preliminary tax; (5) missing that CGT payment ran on its own earlier deadline. Our system has hints and info throughout to help you skip these mistakes.
Step 4 : File and pay by the deadline
For 2025 income: 18 November 2026 if you file and pay online through ROS or FastTax.ie. Remember any Capital Gains Tax owed from 2025 should already have been paid. See our CGT blog section.
Preliminary tax is also due by this date. Put simply, alongside this year’s bill, Revenue asks for a down-payment on next year’s tax owed, usually 100% of this year’s liability. Budget for two payments the first time, not one; it blindsides many first time Form 11 filers.
In Summary
Find your annual statement, and let our guided tool do the rest. No emailing documents around, no wrestling with ROS panels. You answer plain-English questions and type in the handful of numbers from Step 2, it takes minutes, and much of the form fills itself and you’re ready to file. Then for plans 2 + 3 a qualified tax expert your Form 11, backed by our 100% Tax Guarantee. Done for another year, from €145.
“It helped me to understand complex stock calculations… and supported me substantially in submitting my returns for the past 4 years.” — Simona ★★★★★ on TrustPilot.
