Tax Filing Support
Investment portfolios can generate capital gains information, transaction records, dividend
income, interest income, and other documents required for tax filing.
Through our Tax Filing Support service, we help organise your investment-related information
and coordinate the preparation and filing of your income tax return through qualified Chartered
Accountants.
What We Do
- Collect and organise investment-related documents
- Consolidate available capital gains and transaction information
- Coordinate records from brokers and mutual fund platforms
- Facilitate review by a qualified Chartered Accountant
- Assist with the preparation and filing of the income tax return
Important Scope Disclosure
Income tax return preparation and filing are undertaken with the assistance of qualified
Chartered Accountants. The final tax treatment depends on the client’s facts, documents,
declarations, and applicable tax provisions.
Our qualified Chartered Accountants assist clients with the preparation and filing of their income
tax returns, subject to the agreed scope of engagement.
Who Is This Service For?
This service may be useful for clients who:
- Invest through multiple brokers or platforms
- Have equity and mutual fund transactions
- Require assistance organising capital gains information
- Want professional assistance with tax return preparation and filing
- Prefer an organised and coordinated filing process
Who May Not Need This Service?
This service may not be suitable if you:
- Have already appointed another tax professional
- Require legal representation for a tax dispute, appeal, or investigation
- Are unable to provide complete and accurate financial information
- Require specialised international or cross-border tax advice outside the agreed scope
- Need services that are not covered by the appointed Chartered Accountant
FAQs
Yes. Income tax return preparation and filing can be facilitated through qualified Chartered
Accountants, subject to the agreed scope of service and receipt of complete documentation.
Your return will be prepared or reviewed by a qualified Chartered Accountant engaged for the
service. The precise arrangement and the responsible professional will be communicated before
the engagement begins.
Available transaction and capital gains reports can be collected and organised. The final
calculation and tax treatment will be reviewed by the Chartered Accountant based on the
available records and applicable tax provisions.
Yes, subject to the availability of complete and accurate statements from each broker, platform,
fund house, and other relevant source.
It depends on your selected service arrangement. Any separate fee for tax filing support will be
disclosed before the service begins.
Information will be handled in accordance with applicable privacy practices, professional
obligations, engagement terms, and legal requirements. Relevant information may be shared
with the appointed Chartered Accountant for providing the agreed service.
Notice handling, assessment proceedings, appeals, and legal representation are separate
professional services. Their availability, scope, and fees should be discussed separately with the
Chartered Accountant.