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Here you can access summary of the key current tax developments in Ireland, the UK and internationally as reported by Chartered Accountants Ireland

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Online Revenue form replaces paper Inland Revenue Affidavit for Grants of Probate

Since 14 September, the paper Inland Revenue Affidavit has been replaced by an online form called a Statement of Affairs (Probate) Form SA.2 available on ROS or MyAccount. The Probate Office will only accept Revenue’s acknowledgement to the online Statement of Affairs now that the new system is live.

The changes to the current process are:

  1. Anyone seeking to apply for Grants of Probate or Letters of Administration will need to complete and submit to Revenue the new online version of the Inland Revenue Affidavit, called the Statement of Affairs (Probate) Form SA.2. This can be done by logging in to ROS or MyAccount.
  2. A Revenue acknowledgement document will auto-generate for the applicant once the form is successfully completed and submitted electronically. This acknowledgement document is called the Notice of Acknowledgement (Probate) and contains headline information from the form for use by the Probate Office.
  3. An applicant will need to print this acknowledgement and submit it to the Probate Office, along with the other required papers in order to obtain a Grant of Probate or Letters of Administration.

In preparation for the move to an online service, the Probate Office stopped accepting paper applications on Friday 4 September 2020. New applications for Grants of Probate and Letters of Administration must be made online.

The Probate Office can only accept new applications that include Revenue’s acknowledgement document. More information can be found in the Revenue news article.