Get Assessable Spouse Election Form

The Assessable Spouse Election Form is essential for couples seeking to allocate tax credits and standard rate bands efficiently. This guide will provide you with a clear and detailed approach to completing the form online.

Follow the steps to successfully complete the Assessable Spouse Election Form.

1. Select the ‘Get Form’ button to access the Assessable Spouse Election Form and open it in your preferred online editor.
2. In the section labeled 'Own Name', clearly input your full name. Following this, enter your Personal Public Service (PPS) Number in the appropriate field.
3. Next, fill in your partner's name and their PPS Number in the designated fields to ensure proper identification.
4. Complete the 'Address' section with your current residential address, ensuring accuracy to avoid delays in processing.
5. Provide the 'Date of Marriage' in the specified format (DD/MM/YYYY). Use the calendar tool if available for convenience.
6. In the section for estimated income, input your estimated income for the current tax year, followed by your partner’s estimated income. Make sure to enter these amounts correctly in the stated fields.
7. In part (a), indicate the name of the assessable spouse for the tax year by inserting the full name where prompted. Specify the applicable tax year in the provided format.
8. For part (b), allocate tax credits and standard rate bands by entering the desired amounts for both yourself and your partner. Choose one of the three options regarding how you wish these to be allocated by ticking the appropriate box.
9. Finally, both you and your partner must sign and date the form in the designated spaces to validate your request.
10. After completing the form, ensure all information is correct. You can then save the changes, download the form, print it out, or share it as necessary for submission.

Begin completing your documents online today to ensure efficient tax management.