Form 11 deadline 2026 · Checklist

Form 11 document checklist

Everything to have in front of you before you open ROS, grouped by where it lands on the return. Work down it once and the return itself is typing.

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01Before you open ROS

  • Your PPSN and ROS login

    A ROS digital certificate expires every two years. Check yours opens now, not on 17 November.

  • Last year's Form 11, but only if you pay preliminary tax by direct debit

    The 105% option is based on your 2024 liability, which is on that return. The 100% option uses your 2025 liability — computed by the return you are filing now, so there is nothing to look up for it.

  • Your preliminary tax paid for 2025

    It is credited against the 2025 balance. Find the amount and the date you paid it.

  • Local Property Tax up to date

    Filed and paid, or on an agreed arrangement. Otherwise a 10% surcharge is added even to a return filed on time.

02Income records

  • Every sales invoice raised in 2025

    Dated in the year, whether or not the customer paid. The return is on an accounts basis, not a cash basis.

  • Credit notes issued

    They reduce turnover. Left out, your sales figure is overstated.

  • Receipts from government agencies

    GMS and similar go on their own line, 129, not in with ordinary sales.

  • Other trading income

    Grants, insurance recoveries, scrap sales, tax exempt income — line 130.

03Purchases and expenses

  • Purchase invoices and receipts for the full year

    One per item of spending. A card statement line is not a substitute for the invoice.

  • Subcontractor invoices, split RCT from non-RCT

    They are two different lines on the form — 135 and 136 — and RCT invoices should carry 0% VAT with the principal self-accounting.

  • Anything paid for personally

    Business spending out of a personal account still counts. It is the most commonly missed deduction.

  • The business-use share for anything mixed

    Motor, phone, home office, broadband. Decide the percentage now and be able to explain it.

04Bank and money movement

  • Business bank statements, January to December, no gaps

    Check the page numbers. A missing page does not announce itself.

  • Loan and finance agreements

    Only the interest is an expense. The capital repayment is not.

  • Credit card statements

    For any card used for business spending, including a personal one.

  • Drawings for the year

    What you took out of the business. Line 146, and not an expense.

05Capital items

  • Anything bought that lasts — van, tools, laptop, machinery

    Not an expense. Wear and tear at 12.5% a year over eight years, restricted to the business-use share.

  • Assets sold or scrapped during the year

    The accounting gain or loss on disposal is adjusted at lines 163 and 164. A balancing charge or allowance is a different thing — it is worked out in the capital allowances computation, not on those lines.

  • The wear and tear you claimed in earlier years

    You need the year each asset entered the pool to know which of the eight years you are in.

06Income that is not from the trade

  • Employment income

    Your Employment Detail Summary from Revenue, for you and, if jointly assessed, your spouse or civil partner.

  • Rental income and its expenses

    Case V, a separate panel with its own rules.

  • Deposit interest, dividends, foreign income

    DIRT-taxed interest is still returned. Foreign income and accounts have their own panels.

  • Social welfare payments

    Some are taxable and are returned even where no tax was deducted.

07Reliefs worth having to hand

  • Pension contributions

    The contribution and the election to backdate it against 2025 must both be made by 31 October 2026 — or by 18 November 2026 if you file and pay through ROS, the same both-halves condition as the return itself.

  • Health expenses

    Relief at 20%, and nursing home costs at your higher rate. Receipts kept for six years.

  • Tuition fees

    Approved courses, subject to a disregard.

08Checks before you press submit

  • The bank agrees with the paperwork

    Opening balance, less money out, plus money in, lands on the printed closing balance.

  • Nothing is in there twice

    The same invoice scanned twice, or a till receipt and the month-end invoice for one purchase.

  • No money out with no document behind it

    Every one of those is a deduction you paid tax on and VAT you did not reclaim.

  • Your VAT3s and RTD agree with these figures

    Turnover on the return should reconcile to the VAT returns you already filed.

  • Form 46G if you paid any one person over €6,000 for services

    A separate return, easy to forget, filed from ROS.

How long to keep it all

Keep the documents for six years from the end of the tax year. Do not send them with the return — Revenue asks for them only on an audit or assurance check.

Where each expense lands on the form

Every sole trader completes this panel, whatever the turnover. Accounts are not submitted with the return — the totals are typed into these lines. The categories below are the ones in the year-end spreadsheet, each mapped to the line it totals into.

CategoryForm 11 lineNote
Purchases131Stock and materials bought for resale or use in the work.
Salaries / Wages133Staff pay. Your own drawings are not an expense — they go to line 146.
Additional Staff Costs134Employer PRSI, staff pension contributions, training.
Sub-Contractors (RCT)135Construction, forestry or meat processing subcontractors inside the RCT system.
Other Sub-Contractors136Subcontractors outside RCT.
Consultancy, Professional fees137Accountant, solicitor, consultant.
Motor, Travel and Subsistence138The private-use share is already taken out by the Business use % column, so line 160 stays blank — do not add it back again. VAT on petrol and most passenger cars is not reclaimable.
Repairs / Renewals139Repairs keep an asset working. An improvement is capital — it belongs on the Capital items tab.
Rental Expenses140Rent for business premises. Rates and insurance are not this line — they fall into Other Expenses.
Depreciation (add back)141Depreciation is not deductible. Wear and tear at 12.5% is claimed instead — see the Capital items tab.
Bad debts / Provisions142Specific bad debts written off.
Rates143Commercial rates. The form has no separate line, so it lands in Other Expenses.
Insurance143Public liability, professional indemnity, business contents.
Light, Heat and Phone143The private share is already taken out by the Business use % column, so line 162 stays blank — do not add it back again.
Advertising143No dedicated line on the form — part of Other Expenses.
Bank & payment fees143Bank charges, card processing fees, payment platform fees.
Other Expenses143Anything allowable with no line of its own.
Entertainment (not allowable)161Client entertainment is not deductible and is added back at line 161. VAT on it is not reclaimable.

Line numbers are from the Extracts From Accounts [124 - 168] panel of the 2025 Form 11. Revenue reprints the form each year and line numbers can move — check them against the form you are filing.

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Related

General information about record-keeping, not tax advice. Your circumstances decide your obligations — check with Revenue or an accountant before you file.

Form 11 document checklist | KrinoDoc