Newbie's guide to filing tax

While you'll automatically be granted certain tax reliefs, you'll have to make a claim for others.

The Inland Revenue Authority of Singapore is continuously trying to make the experience more user-friendly by simplifying tax rules and the processes for filing and payment.

It's that time of the year again when individual taxpayers have to buckle down to file their tax returns with that April deadline looming ever larger - April 15 for paper filing and April 18 for electronic forms.

The process is quite simple on the surface - just declare your taxable income for Year of Assessment 2019 based on what you earned between Jan 1 and Dec 31 last year.

The Inland Revenue Authority of Singapore (Iras) is continuously trying to make the experience more user-friendly by simplifying tax rules and the processes for filing and payment. It is no wonder that 97 per cent of taxpayers e-file their tax returns because it is easy and convenient.

Still, filing might be an arduous task, particularly if you are doing it for the first time. The Sunday Times highlights how a new taxpayer can file and reduce his tax returns.

But before you even start, there is some good news: As part of the Bicentennial Bonus, a personal income tax rebate of 50 per cent of tax payable (capped at $200) will be granted to all tax resident individuals for income earned last year.


Steps to tax filing

STEP 1: HAVE THESE DOCUMENTS READY

• Form IR8A (if your employer is not participating in the Auto-Inclusion Scheme);

• Particulars of your dependants (for example, child, parent) for new relief claims;

• Details of rental income from your property and other income, if any; and

• Business registration number of sole proprietorship/partnership (for self-employed and partners only).


STEP 2: LOG IN TO MYTAX PORTAL

Use your SingPass to log in and click on "Individuals"/"File Form B/B1". This electronic tax form will take just five to 10 minutes to complete.


STEP 3: VERIFY YOUR DETAILS

Ensure that the pre-filled information on your tax form such as income, deductions and reliefs are accurate and complete.

Tip: If there are discrepancies, check with the relevant organisation directly. They will resubmit the information to Iras if there are errors.


STEP 4: UPDATE EXISTING TAX RELIEFS

If you have previously claimed reliefs but no longer qualify for them, remove the pre-filled sections before submitting the form.

If you qualify for additional or new reliefs (for example, claim relief for a newborn child), include the claims when you e-file.


STEP 5: DECLARE OTHER SOURCES OF INCOME

If you have received any other income that is not pre-filled, declare it in the appropriate sections on your tax form. This could be "Rent from Property" or "Trade, Business, Profession or Vocation". An acknowledgement page will be displayed after you have successfully e-filed.


What if I hold two jobs?

The gig economy is a growing sector in Singapore. You are considered a self-employed person with the additional income you earned last year from your part-time job or a side gig on top of your day job. Here is a snapshot of additional tax-filing tips relating to step 5 above.


SOCIAL MEDIA INFLUENCER
All income and benefits received must be reported unless the benefit received is given on an ad hoc basis or for a one-off consumption, and the value of the benefit does not exceed $100.


PART-TIME PRIVATE HIRE CAR DRIVER
All income received must be reported. As 60 per cent of your driving income can be deducted as expenses, be sure to indicate the right "nature of business " (that is, private hire car/taxi driver) in your tax form.


PART-TIME INSURANCE AGENT
All commission received must be reported. Report your gross commission as revenue. Business-related expenses should be reported separately.


TAX RELIEFS
While some tax reliefs such as Central Provident Fund (CPF) cash top-ups are automatically granted, some will require your action. Here is a snapshot of some of the reliefs and rebates you may be eligible for.


Why must I pay tax?

Taxpayers support nation-building when they file and pay their tax on time. The income taxes collected form part of government revenue that goes to fund expenditure for Singapore.

This includes the building of infrastructure like schools, roads, hospitals, MRT lines and other public facilities, as well as providing subsidies for health, housing and education.

The money collected also enables the Government to use a significant amount to help lower-income Singaporeans by funding social assistance schemes.

Source: This article first appeared in The Sunday Times © Singapore Press Holdings Limited. Permission required for reproduction.

Hungry for more news, views and tips on building a financially secure future?

Subscribe to Money Banter to receive useful tips and guides on insurance and offers on products and services.

Thank you for your submission. 

By clicking “Submit”, you consent to Singapore Life Ltd. (“Singlife”) and Singlife related companies contacting you to provide you with information concerning Singlife and Singlife related companies’ products and services and special offers which may be of interest to you.
For details of Singlife's Data Protection Policy, please refer to singlife.com/pdpa. To withdraw your consent at any time, please call Singlife at +65 6827 9933.

Important Information

Money Banter (the "Portal") is for general information only and does not take into account the specific investment objectives, financial situation, health condition and needs of any particular person. The contents of this Portal are intended merely for educational purposes and should not be construed as the giving of advice or the making of a recommendation. Nothing contained in this Portal shall constitute a distribution, an offer to sell or the solicitation of an offer to buy. We recommend that you discuss any specific matters with your financial adviser representative or legal adviser before making any decision. You are responsible for your own medical care, treatment and oversight, and any health-related content on this Portal, including, text, treatments, dosages, outcomes, charts, profiles, graphics, images, messages and forum postings are strictly information to promote general understanding of certain health topics only, do not constitute the providing of medical advice, and should not be relied upon as a substitute for professional medical advice, diagnosis or treatment. Always seek advice from a physician or other qualified health care provider regarding your medical condition or treatment and before undertaking a new health care regimen. This Portal may include information sourced from third parties and links to third party websites. We are not responsible for the accuracy or completeness of, and do not recommend or endorse such information or third party websites nor recommend or endorse any specific tests, physicians, products, procedures, opinions or other information. While we have taken reasonable care to ensure that the information on this Portal has been obtained from reliable sources and is correct at time of publishing, information may become outdated and opinions may change. Except to the extent prohibited by any law, we are not liable for any loss (including direct, indirect and consequential loss, loss of profits, loss or corruption of data or economic loss of any kind) that may result from the access or use of or reliance on the information on this Portal.  | Terms of Use | Personal Data Protection Notice

Protected up to specified limits by SDIC. This advertisement has not been reviewed by the Monetary Authority of Singapore.