Personal Income Tax Filing Questionnaire

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[SG] Personal Income Tax Filing Questionnaire

Personal Income Tax Filing Questionnaire

Company Name

In regards to the preparation of personal income tax for Mr XXX for YAYYYY, kindly provide following information:

1. Your tax reference number (i.e. NRIC / FIN number)

2. Your SingPass or IRAS PIN

3. Form IR8A (if your employer is not participating in the Auto-Inclusion scheme for Employment Income) *remove this if Premia done the IR8A

4. Provide information for Other income (if any)

i. Dividends	ii. Interest	iii. Rent from Property	iv. Royalty, Charge, Estate/Turst Income	v. Gains or Profits of an Income Nature	vi. Others not mentioned above

5. Provide information and supporting documents (such as receipts)

Choose File

6. Particulars (Name, Identity Number, Date of Birth, Nationality) of your dependants (e.g. child, parent) for relief claims 부양가족의 정보(자녀, 부모 등), 단, 공제대상일 경우

Name	Identity Number	Date of Birth	Nationality

7. Provide select below applicable general reliefs/rebates and provide the required information for all tax residents:

i. Earned income relief 근로소득 공제

ii. Spouse Relief/Spouse Relief (Disability), please confirm and provide following:-

a. Spouse was living with/supported by you

b. Spouse did not have an annual income* exceeding $8,000: * Annual income includes the following:

taxable income (e.g. trade, employment, rental and SRS withdrawals)	Tax-exempt income (e.g. bank interest, dividends and pensions); and	Foreign-sourced income (regardless of whether it has been remitted to Singapore)

c. Provide marriage certificate

Choose File

iii. Qualifying Child Relief/Child Relief (Disability), please confirm and provide the following

a. Child:

- was born to you and your spouse/ex-spouse; or
- is a step-child; or
- is legally adopted.

b. Child was:

- below 16 years old; or
- studying full-time at any university, college, or other
- educational institution at any time in the year (please provide name of educational institution).

c. Child did not have an annual income* exceeding $8,000 (not applicable if will claim for disability child relief):
* Annual income includes allowances and salaries from National Service, internship, school attachment and part-time employment. It does not include scholarships, bursaries and similar allowances.

d. You have been maintaining your child:  

iv. Sibling Relief (Disability) 장애우 형제/자매공제

v. Life insurance relief 생명보험공제

vi. Course fees relief (Any course of study, seminar or conference for the purpose of gaining an approved academic, professional or vocational qualification/ relevant to your new employment, trade, business, profession or vocation) 교육비공제, please provide the following:-

a. Name of institution and course taken including course period;

b. Course fees.  

vii. NSman (self/wife/parent) relief 군인공제(본인/부모)

viii. Parent Relief/Parent Relief (Disability)-for maintenance of parents, grandparents, parents-in-law & grandparents-in-law in Singapore)/Grandparent Caregiver Relief/Working Mother's Child Relief (WMCR)/Parenthood Tax Rebate (PTR)  

8. Please confirm if the employee’s income tax will be borne by employer or employee. If tax is partially borne by employer, state the amount of income for which tax is borne by the employer.

Note: Please be advised that the tax borne by employer is a kind of benefit and is taxable. A tax-on-tax will be computed.    

Upon received the above information, we will proceed further for the estimated income tax payable computation.