The Self Assessment Form is a fundamental component of Hong Kong's tax administration system, required for individuals and businesses to fulfill their tax obligations. This document is typically used annually during the tax filing period, which usually runs from April to June for individuals and according to the financial year-end for businesses. The form requires comprehensive information about various income sources, allowable deductions, and tax credits, aligned with the requirements of the Hong Kong Inland Revenue Department. It serves as a legal declaration of a taxpayer's financial position and forms the basis for tax assessment under Hong Kong law. The accuracy and completeness of this Self Assessment Form are crucial, as providing false or misleading information can result in penalties under the Inland Revenue Ordinance.
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1. Personal Information: Taxpayer's identification details including name, HKID number, address, and contact information
2. Employment Status: Details of employment status during the assessment year, including periods of employment/unemployment
3. Income Declaration: Summary of all income sources including employment, business, and investment income
4. Allowances and Deductions: Standard allowances and deductions claimed, including personal, married person's, and child allowances
5. Tax Computation: Calculation of total taxable income and estimated tax liability
6. Declaration and Signature: Formal declaration of accuracy and completeness of information provided, with signature and date
1. Overseas Income: Section for declaring foreign-sourced income, required if taxpayer has income from sources outside Hong Kong
2. Property Income: Details of rental income and related expenses, required for property owners
3. Business Income: For self-employed individuals or those with business income
4. Charitable Donations: Section for approved charitable donations eligible for tax deduction
5. MPF/ORSO Contributions: For declaring mandatory and voluntary retirement scheme contributions
6. Home Loan Interest: For claiming tax deduction on home loan interest payments
1. Schedule A - Employment Income Details: Detailed breakdown of salary, bonuses, and other employment benefits
2. Schedule B - Rental Income and Expenses: Detailed calculation of net rental income from properties
3. Schedule C - Business Income Statement: Profit and loss statement for business operations
4. Schedule D - Deductions Worksheet: Detailed calculation of all allowable deductions
5. Schedule E - Foreign Income Computation: Breakdown of overseas income and any double taxation relief claimed
6. Appendix 1 - Supporting Documents Checklist: List of required supporting documents to be submitted with the form
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