Tips for filing an SRS tax return

Where can I view the report on healthcare services?

Go to My If Log in to your My If profile, using your internet bank, Smart-ID or eParaksts.
Select section “Claims” At the bottom of the Claims section, you will see a tab “Application for State Revenue Service”. Click on this and select the year for the report to be downloaded.
Add application for SRS in the EDS When filing the tax return in the SRS EDS system, attach the required report as a supporting document.

The number and period of your health insurance policy can also be viewed in My If.

What do I need to know about attaching receipts to my tax return?

Option 1 – receipts that do not have to be attached to the tax return

Always pay close attention to the information stated in the report.

Let’s assume that the cost of medical treatment was € 70.00. You have paid for it yourself and have submitted a receipt claiming compensation to us. After processing the claim, we have compensated you the full amount of € 70.00. In this case, there is no need to attach the receipt to the tax return.

The tax return should only be supplemented by those receipts that have been fully paid by yourself and with regard to which you have:

filed a claim with If, receiving partial compensated;
filed a claim with If, without receiving any compensation.

Option 2 – a receipt regarding partly compensated costs needs to be attached to the tax return

Let’s assume that the cost of medical treatment was € 70.00. You have paid for it yourself and have submitted a receipt claiming compensation to us. After processing the claim, this time we were able to partly compensate you the costs in the amount of € 59.90.

Consequently, when submitting the receipt via the SRS system, you have to enter € 70.00 in the field “Amount specified in the excuse document”. And enter € 59.90 in the field “Amount compensated”.

This time, you received a partial claim payout? Then know that the receipt confirming the services received has to be attached to the tax return.

Option 3 – a receipt regarding the costs that were not compensated needs to be attached to the tax return

Let’s assume that the cost of medical treatment was € 70.00. You have paid for it yourself and have submitted a receipt claiming compensation to us. After processing the claim, this time we were unable to compensate you the costs.

Consequently, when submitting the receipt via the SRS system, you have to enter € 70.00 in the field “Amount specified in the excuse document”. And enter € 0.00 in the field “Amount compensated”.

Have you filed a claim that we this time were unable to compensate? Note that the receipt confirming the services received has to be attached to the tax return.

Note that the report will contain no information about medicines, glasses and contacts, or sports services. It is because no receipts concerning these have to be attached to the tax return.

Should you have any further questions about the healthcare services report, please contact us at veseliba@if.lv.