EP Finance Tax IE

EP Finance Tax IE turns what is already in your ledger into the figures an Irish VAT3 asks for.

This page documents EP Finance Tax IE 0.1.4.

Published by ElmsPark Studio.

It prepares figures, it does not file them and does not give tax advice

This plugin computes figures from your own records so you or your accountant can file. It does not submit anything to Revenue, and it gives no tax advice. Check the numbers with your adviser before you file.

Requirements

• PageMotor 0.9b or later
• EP Finance, which holds the ledger these figures are computed from

The VAT3

T1 output, T2 input, and T3 payable or T4 repayable, plus E1, E2, ES1 and ES2 for intra-EU movements and PA1 for postponed accounting. Computed per bi-monthly period, on either the invoice basis or the cash-receipts basis.

The annual RTD

The Return of Trading Details, broken down by rate band, built from the same ledger the VAT3 came from so the two cannot disagree.

Watching the registration thresholds

If you are not registered yet, the plugin watches your rolling turnover against the €42,500 services and €85,000 goods thresholds and warns you as you approach, amber then red. Crossing a threshold without noticing is expensive, and it is the sort of thing a background check should be doing rather than you.

Form 11

A category mapping export that lines your ledger categories up with the Form 11 headings, for the self-assessment return.

Deadlines

The calendar, with both dates: the 19th for paper filing and the 23rd for ROS.

No direct ROS integration

Files are prepared for you or your accountant to upload. The plugin does not connect to ROS.

Document stamps

Every accountant pack this plugin produces carries a stamp on its cover: a number and the first characters of a fingerprint taken over every other file in the pack.

If somebody sends you a pack, or you open one from a year ago, you can check whether its contents are exactly what was recorded when it was produced. The cover tells you how, in three steps with ordinary tools, because a verification scheme nobody can run is decoration.

It is not a signature. It says nothing about who produced the pack, only whether the contents have changed since. Anyone with access to the database could write a matching record. It protects against accident, drift and quiet edits, not against a determined party with that access, and the cover says so in those words.

Regenerating a pack records a new stamp rather than replacing the old one, so the history itself shows when a period’s figures moved between one generation and the next.

Changelog

0.1.11

• Settings language menu. The language menu in this plugin’s settings now lists only the languages it is actually translated into, plus English, so you can no longer pick a language that changes nothing.

0.1.10

• The VAT3 now says when it cannot be showing all your VAT: when EP Finance is not set as VAT registered, when the period is before your registration date, and when sales or purchases since your registration date carry no VAT code. With EP Finance 0.8.0 and the updated Sources, Invoicing and Importer, new sales and purchases carry their VAT, and your RTD fills from them by rate.

0.1.9

• T2 leaves out VAT on receipts marked “not VAT evidence”. If a purchase’s only receipt has no VAT number, its VAT is no longer counted in T2. It is shown with the other unevidenced input VAT, and a note names each such purchase with its date and VAT amount. Some purchases need no VAT invoice: add back any that qualify, after checking with your accountant.
• Purchases with no receipt at all are counted as before.

0.1.8

• Tax calendar deadlines now end on the right day. On a server whose clock is ahead of UTC (Ireland in summer, for example), a deadline in the downloaded calendar file could end on the same day it started, which calendar files do not allow. Each deadline now covers its whole day. If you imported the calendar before, download it again and re-import it. The events keep their identifiers, so your calendar app updates them rather than adding copies.
• The accountant pack’s receipts list now covers only the pack’s period. It listed every receipt in your books, from any year, and called them all “attached to a reconciled transaction”. It now gives each transaction’s date and says “reconciled” only for a transaction matched to a bank statement line.
• The receipts list shows whether each receipt counts as VAT evidence: Yes or No from EP Finance Receipts, or “Not recorded” for a file attached some other way. The VAT boxes do not change, so check the receipts marked No before you claim input VAT on them.
• The pack’s document stamp line uses plain characters (”·” printed as ”??” in some places), and a pack is no longer refused when its stamp cannot be saved: it is built without the stamp line instead.
• EP Finance 0.7.13 carries the same fixes. Update both.

0.1.7

• The VAT3 dates in the tax calendar are now right for the second half of the year. A VAT3 is due on the 23rd (ROS) or 19th (paper) of the month after the two-month period ends. For Jul–Aug, Sep–Oct and Nov–Dec the calendar was showing a date a month too late (for example 23 October instead of 23 September for Jul–Aug), so relying on it would have meant filing late. Every VAT3 date now falls in the month straight after the period.
• If you imported an earlier calendar file, download it again and re-import it. The events keep the same identifiers, so your calendar app updates them rather than adding duplicates.
• Nothing about the VAT3 figures themselves has changed.

0.1.6

• The download no longer includes an internal notes file. Earlier versions carried a CLAUDE.md file of developer notes in the plugin folder. Neither the plugin nor PageMotor ever read it, so nothing about how the plugin works changes. If an earlier version left ep-finance-tax-ie/CLAUDE.md on your site, it is harmless and safe to delete.

0.1.5

• Works with PageMotor 0.11.3 and stays compatible with earlier releases. PageMotor 0.11.3 changed how a plugin declares its API and MCP actions, and a plugin that still uses the old declaration has every one of its actions silently dropped from the registry on that version. This release declares its actions in the shape the running PageMotor expects, so an AI connected over API or MCP keeps every action whether the site is on 0.11.3 or on an earlier release.
• Actions are now grouped into families, so a connected AI that looks up one action is shown its siblings.

0.1.4

Released 9 September 2026.

• Every accountant pack now carries a document stamp. The cover page prints a stamp number and the first characters of a fingerprint taken over every other file in the pack, so you can check whether a pack’s contents are exactly what was recorded when it was produced.
• The cover explains how to check it by hand, in three steps using ordinary tools.
• It is not a signature. It says nothing about who produced a pack, only whether the contents have changed since.
• Regenerating a pack records a new stamp rather than replacing the old one, so the history shows when a period’s figures moved between generations.
• Requires EP Finance 0.6.0 or later. With anything older the pack is produced exactly as before, without a stamp block.

0.1.3

Released 1 September 2026.

• Some of this plugin’s actions used to appear as their own entries in the tool list of any connected AI client. That surface is reserved for PageMotor itself, so those entries have been removed.
• Nothing became unreachable and nothing else changed. Every action still works exactly as before through PageMotor’s own dispatch, with identical responses. Only a caller that had been invoking one of those names directly is affected, and it should dispatch through PageMotor instead.