Returns

Once you are logged in to the Central Bank of Ireland Portal, on the institution Home page you will see a Returns menu option. Simply click on the Return's tab to access Return's.

Portal Administration’s should activate their permissions via the Portal Administrator Tab to be able to access.

The Portal Administration receives automatic access to all return types, however in the scenario where the ‘View/Edit’ option is not displaying the following action should be taken:

Go to Portal Administration>Manage Users>Select the relevant User>Select Actions>Manage Permissions>Scroll to the bottom of the permission page and select Save.

Once saved, best practice is to clear the browser history and to log in again. The View/Edit/Returns Tab should then appear.

Portal Users should contact their Portal Administrators and request they take the above action on their behalf.

To submit Return's simply click on the View / Edit Return's to view Return type you want to submit. The Return's available to you are displayed as a Hyperlink in table format. Depending on the number of Return types available for you to view, you may need to scroll up/down to see all Return types.

Click on the Return type you want to submit. Consult the relevant Return guidance for Return's submission details.

If a Return type is not displayed check with your local Portal Administrator to check you have been given permission to access the Return Type. If permission has not been granted the returns will not be visible. 

Please note that Pre Approved Control Functions (PCF Roles) are available to view on the Fitness and Probity Tab on the Portal.

Access to the Fitness and Probity Tab is granted by the Portal Administrator via the Portal Administration Tab.

Please be advised that the Report Permissions pictured below are now retired..

Please note that Pre Approved Control Functions (PCF) applications are now available on the Fitness and Probity Tab on the Portal.

Access to the Fitness and Probity Tab is granted by the Portal Administrator via the Portal Administration Tab. A PCF Applicant must be linked to the firm’s Portal account to enable the application. Please contact the firms Portal Administration for access.

Portal Administrators should request return related requests (Unlock/Amend/Delete etc.) via the Returns Tab on the Portal. Additionally, if you are a Portal User, with the necessary permissions, you can also request return related actions. Please contact your Portal Administrator to be permissioned for Return Related Requests.

If your request is not in relation to a Return Request Change you can contact the Return Owner via the Returns Tab on the Portal. Select the relevant return for your  query and select  ‘Create New Message’ – this will create a message in relation to the selected Return Type.

Portal Users can also Create New Message while they are in the Return Instance screen for a specific return. This will raise a message against the specific Return Instance rather than the overall Return Type.

The system will auto-populate the subject line based on the Portal users choice – A Return Type or the Return Instance. The Portal user will be shown the CBI teams that receive the message. This will either automatically populate or else a select number of teams will be available for the user to choose from.

Please contact your Portal Administrator to request the necessary permissions for return related requests. Alternatively, if you are the Portal Administrator please ensure you have the necessary permissions in place via the Portal Administration tab.

Portal Users can now request the unlocking of relevant returns via the Return Tab on the Portal.

Please contact your Portal Administrator to request the necessary permissions for return related requests. Alternatively, if you are the Portal Administrator please ensure you have the necessary permissions in place via the Portal Administration tab.

Portal Users select the Returns Tab on the CBI Portal and Select the relevant return for their query.  From the Return Tab users can navigate to the relevant return instance and ‘Create Request’ – this will display various options available in relation to the selected Return Type Instance including Unlock Return

The system will auto-populate the subject line based on the Portal users choice – A Return Type or the Return Instance. The Portal user will be shown the CBI teams that receive the message. This will either automatically populate or else a select number of teams will be available for the user to choose from.

Portal Users can now request the amendment of a return submission/due date via the Return Tab on the Portal.

Please contact your Portal Administrator to request the necessary permissions for return related requests. Alternatively, if you are the Portal Administrator please ensure you have the necessary permissions in place via the Portal Administration tab.

Portal Users select the Returns Tab on the CBI Portal and Select the relevant return for their query.  From the Return Tab users can select to ‘Create New Message’ – this will create a message in relation to the selected Return Type.

Portal Users can also Create New Message while they are in the Return Instance screen for a specific return. This will raise a message against the specific Return Instance rather than the overall Return Type.

The system will auto-populate the subject line based on the Portal users choice – A Return Type or the Return Instance. The Portal user will be shown the CBI teams that receive the message. This will either automatically populate or else a select number of teams will be available for the user to choose from.

Portal Users can now request the removal of a return instance via the Return Tab on the Portal.

Please contact your Portal Administrator to request the necessary permissions for return related requests. Alternatively, if you are the Portal Administrator please ensure you have the necessary permissions in place via the Portal Administration tab.

Portal Users select the Returns Tab on the CBI Portal and Select the relevant return for their query. 

Portal Users can select ‘Create New Request’ while they are in the Return Instance screen for a specific return. This will raise a request against the specific Return Instance rather than the overall Return Type.

The system will auto-populate the subject line based on the Portal users choice. The Portal user will be shown the CBI teams that receive the message. This will either automatically populate or else a select number of teams will be available for the user to choose from.

Portal Users can now request to have a return instance added via the Request Change Tab on the Return Type.

Please contact your Portal Administrator to request the necessary permissions for Request Changes Alternatively, if you are the Portal Administrator please ensure you have the necessary permissions in place via the Portal Administration tab.

Portal Users select the Request Change tab on the CBI Portal and Select the relevant return for their query.

Please see support material for completing a new IQ on the Portal - Fitness and Probity Individual Questionnaire

You can find guidance to add an Ad-hoc return here: CBI Portal Ad Hoc Return. 

Permission Type	Permission Function
Administrator/Manage Access	Administrator (full access) Add return instance
Editor & Verifier	Applicant Auditor Edit & Verify
Creator, Editor, Verifier	Add, Edit and Verify
Verifier	Sign-off Verify
Editor	Editor (data) Finaliser
Submitter	Loader Submit Submitter Upload
Viewer	View View Only
None	No permissions for the return.