9.1.2 Step 3. Draft tax computations

From

A. Income related documents, based on information you have:-

1)      Sec4(b) – Gain or profits from an employment;

~Document ~ [Form EA] ~

Your computation page [HK-2] would be:-

2)      Sec4(c) – Dividend, interest or discount;

~ [Dividend vouchers], [Bank statements], [Debenture tax vouchers], [Mutual interest distribution] & etc~

Your computation page [HK-3] would be:-

 

3)      Sec4(d) – rents, royalties or premium;

~[Rental received statement], [-quit rent receipt], [-Assessment receipt], [-service charge receipt],                [-insurance receipt], [-BANK INTEREST STATEMENT for loan to properties] & etc~

Your computation page [HK-4] would be:-

 

From

B. Rebate related documents, based on information you have:-

Your Schedule page will have:

 

C. Tax payable summary

Finally, you may prepare the front page of your tax computation for the year of assessment as:

 

Completing you individual tax computation, document you may have in your approval letter are:

1. Cover letter for tax computation agreement
2. Tax computation prepared from the information provided
3. Income tax return draft Form e-B

4. Memorandum of fee (optional)

Physical documents you may have to prepare are:

Client Copy

1. Cover Letter
2. Tax Computation
3. Memorandum of fee

Duplicate Copy – sticker on each page which require to be signed

4. Cover letter (with approval letter box for your client to sign and approve)
5. Form e-BE/BE

  

[Note: Click on each table/picture to view it clear] 
Related reading sources please refer : PR [No. 1/2005],[No. 2/2005]