Irish Investment Tax Calculator: What to Include
Understand the records and tax regimes behind an Irish investment-tax estimate for shares, funds, crypto, dividends, and deposit interest.
Reviewed 19 July 2026 · 8 min read
Important: There is no single Irish investment-tax rate. The result can change with the asset's legal form and domicile, the income source, your residence and domicile, and whether the activity amounts to a trade. This guide is educational, not tax advice.
Why one portfolio can contain several tax regimes
An ordinary share disposal may fall within Capital Gains Tax, while an equivalent investment fund can fall within the Exit Tax regime. Dividends, deposit interest, foreign interest, and crypto rewards can use different income-tax rules. A useful calculator must classify each record before applying a rate.
Payment and return obligations also remain separate. A calculation is therefore a review tool, not proof that a return is complete or that a payment has been made.
Records to assemble before estimating
- Trade and settlement dates, quantities, fees, taxes, currencies, and stable transaction references.
- The exact security, share class, ISIN, fund domicile, and legal or regulatory form where available.
- Dividend, distribution, interest, reward, and withholding statements, including the source country or institution.
- Euro valuations and exchange-rate evidence for non-euro transactions, plus carried losses and earlier acquisitions.
- Tax Profile inputs for the relevant year, because marginal-rate income estimates depend on personal circumstances.
How Irish Investor helps
Irish Investor can import supported broker records or accept manual entries, group records by tax year and person, and estimate supported CGT, Exit Tax, deposit-interest, dividend, and crypto-income figures. It also exposes warnings where an import or valuation needs review.
Use the result to reconcile quantities, proceeds, costs, income, withholding, and classifications against the original statements before relying on any total.
A safer review workflow
- Import one complete source range at a time and resolve parser warnings before combining brokers.
- Confirm asset classifications, especially ETFs, offshore funds, derivatives, and crypto income events.
- Compare annual totals with broker statements and check the dated Revenue sources for the tax year.
- Treat residence, domicile, remittance basis, trading status, gifts, trusts, and unusual instruments as professional-review signals.
What the estimate does not prove
The product does not determine every legal classification, prepare a complete Revenue return, or confirm that every broker record is present. It cannot replace source documents, current Revenue guidance, or advice for material or unusual cases.
Primary Sources
Also review the Tax Rate Sources page for dated product rates and model scope.
Related Guides
Build a reviewable estimate from your records
Import a supported broker file or enter transactions manually, then compare the result with your statements and the primary sources for the relevant year.
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