Get So3 Form

Filling out the So3 form is a crucial step for individuals seeking to make an election under Section 128A(4A) of the Taxes Consolidation Act 1997. This guide offers step-by-step instructions on how to fill out the form online, ensuring that you provide all necessary information accurately.

Follow the steps to complete the So3 form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in your online editor.
2. In the first section, enter your Personal Public Service (PPS) number, followed by your name and address.
3. Indicate your election under Section 128A(4A) by providing the name of the company that granted the option, the date of grant of the option, and the market value of the shares at the date of grant.
4. Fill in the option price and the number of shares acquired under this option.
5. Next, provide the market value of the shares at the date of exercise and calculate the gain arising along with the income tax due.
6. If applicable, indicate the date of exercise and, if you have sold the shares, enter the date of sale and provide the sale proceeds and the market value of the shares at the date of disposal.
7. Select the appropriate option regarding your election under Section 128(A)(4A). Ensure to read and follow the guidelines provided for each election type.
8. In the declaration section, affirm that all information provided is correct by signing and dating the form.
9. After completing the form, you can save any changes made, and choose to download, print, or share the form as necessary.

Complete your online So3 form now to ensure your tax election is filed correctly.