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BIR60 Tax Return - Individuals: Eligibility and Deductions



How to Fill in and Submit Your BIR60 Tax Return in Hong Kong




If you are an individual taxpayer in Hong Kong, you may receive a tax return form called BIR60 from the Inland Revenue Department (IRD) every year. This form is used to report your income from different sources, such as salaries, property or sole proprietorship business, and to elect personal assessment or claim deductions and allowances. Filing your tax return correctly and on time is important to avoid penalties and interest charges. In this article, we will explain what BIR60 is, who should file it, how to complete it and supplementary forms, when and how to file it, and some common questions and answers.




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What is BIR60 and who should file it?




BIR60 is the tax return form for individuals in Hong Kong




BIR60 is the tax return form for individuals (also known as Tax Return - Individuals) issued by the IRD every year. It covers three types of income that are subject to tax in Hong Kong: salaries tax, property tax and profits tax from sole proprietorship business. It also allows you to elect personal assessment, which is a way of aggregating your income from different sources and calculating your tax liability based on the total income. Personal assessment may reduce your overall tax burden if you have losses or deductible expenses from some sources of income.


You should file BIR60 if you have income from salaries, property or sole proprietorship business




If you receive BIR60 from the IRD, you must complete and submit it within the time limit specified in the form, even if you do not have any income to report. Generally, you will receive BIR60 if you have income from salaries, property or sole proprietorship business in Hong Kong during the year of assessment (from 1 April of one year to 31 March of the following year). However, even if you do not receive BIR60, you are still required to notify the IRD in writing if you have any chargeable income that has not been reported or assessed.


You should also file BIR60 if you want to elect personal assessment or claim deductions and allowances




Besides reporting your income, you can also use BIR60 to elect personal assessment or claim deductions and allowances that can reduce your taxable income or tax payable. For example, you can claim deductions for home loan interest, elderly residential care expenses, self-education expenses, charitable donations, etc. You can also claim allowances for yourself, your spouse, your dependants, etc. However, some deductions and allowances are subject to conditions and limits, so you should read the related tax rules carefully before claiming them.


How to complete BIR60 and supplementary forms?




Read the Guide to Tax Return - Individuals and the related tax rules carefully




The IRD provides a Guide to Tax Return - Individuals that explains how to complete BIR60 step by step. You can download the guide from the IRD website or request a copy from the IRD by phone or email. You should also read the related tax rules and circulars on the IRD website to understand the tax implications of your income and deductions. If you have any doubts or questions, you can contact the IRD for clarification or seek professional advice.


Download the specimen of BIR60 with some key points to note and examples




The IRD also provides a specimen of BIR60 with some key points to note and examples on how to fill in the form. You can download the specimen from the IRD website or request a copy from the IRD by phone or email. The specimen can help you to avoid common mistakes and omissions when completing BIR60. You should follow the instructions and format of the specimen as closely as possible.


Fill in all the relevant boxes and provide full information




You should fill in all the relevant boxes in BIR60 and provide full information about your income, deductions, allowances, personal assessment election, etc. You should also sign and date the declaration at the end of the form. You should use black or blue ink and write clearly and legibly. You should not use correction fluid or tape to amend any errors. Instead, you should cross out the incorrect entry and write the correct one above or beside it. You should also attach any supporting documents, such as receipts, invoices, statements, etc., to substantiate your income and deductions.


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Use the supplementary forms to report additional income or deductions




If you have income or deductions that cannot be reported in BIR60, you should use the supplementary forms provided by the IRD. For example, if you have income from more than one property, you should use Form BIR58 to report the details of each property. If you have income from more than one sole proprietorship business, you should use Form BIR52 to report the details of each business. If you have deductions for self-education expenses, you should use Form IR56E to report the details of each course. You can download the supplementary forms from the IRD website or request a copy from the IRD by phone or email. You should fill in and submit the supplementary forms together with BIR60.


When and how to file BIR60?




The filing deadline depends on whether you have sole proprietorship business or not




The filing deadline for BIR60 depends on whether you have sole proprietorship business or not. If you do not have sole proprietorship business, you should file BIR60 on or before 31 May of each year. If you have sole proprietorship business, you should file BIR60 on or before 15 July of each year. However, if the filing deadline falls on a Saturday, Sunday or public holiday, you can file BIR60 on the next working day.


You can apply for extension of time for filing in writing under special circumstances




If you cannot file BIR60 within the time limit due to special circumstances beyond your control, such as illness, accident, natural disaster, etc., you can apply for extension of time for filing in writing to the IRD. You should explain the reasons for your application and provide supporting evidence, such as medical certificates, police reports, etc. You should also indicate when you expect to file BIR60. The IRD will consider your application on a case-by-case basis and inform you of their decision. However, you should not assume that your application will be granted automatically and you should file BIR60 as soon as possible.


You can request for a duplicate return if you lose or damage the original one




If you lose or damage the original BIR60 issued by the IRD, you can request for a duplicate return from the IRD by phone or email. You should provide your name, Hong Kong identity card number, address and the year of assessment of the return. The IRD will issue a duplicate return to you by post. You should fill in and submit the duplicate return within the time limit specified in the form. You should not use a photocopy or a downloaded copy of BIR60 to file your tax return, as it may not be accepted by the IRD.


You can file BIR60 by paper or by electronic means through eTAX




You can file BIR60 by paper or by electronic means through eTAX, which is the online tax service platform provided by the IRD. If you file BIR60 by paper, you should mail or deliver the completed form and the supporting documents to the IRD. You should keep a copy of the form and the documents for your own record. If you file BIR60 by electronic means, you should use eTAX to fill in and submit the form and the documents online. You should also print out and keep a copy of the acknowledgement receipt for your own record. Filing BIR60 by electronic means has some advantages, such as faster processing, longer filing period, pre-filled information, instant acknowledgement, etc.


Conclusion and FAQs




Summary of the main points and tips for filing BIR60




To sum up, BIR60 is the tax return form for individuals in Hong Kong that covers three types of income: salaries tax, property tax and profits tax from sole proprietorship business. You should file BIR60 if you have any income from these sources or if you want to elect personal assessment or claim deductions and allowances. You should read the Guide to Tax Return - Individuals and the related tax rules carefully before completing BIR60 and supplementary forms. You should fill in all the relevant boxes and provide full information. You should file BIR60 on or before 31 May or 15 July of each year, depending on whether you have sole proprietorship business or not. You can file BIR60 by paper or by electronic means through eTAX. Here are some tips for filing BIR60:


  • Check your personal particulars and update them if necessary.



  • Report all your income from different sources and attach proof of income.



  • Claim all the deductions and allowances that you are entitled to and attach proof of expenses.



  • Elect personal assessment if it is beneficial for you and attach a computation of your tax liability.



  • Sign and date the declaration and make sure it is true and correct.



  • File your tax return on time and keep a copy of it for your own record.



Five unique FAQs with answers




Q1: How can I check the status of my tax return?


A1: You can check the status of your tax return through eTAX by logging in with your user name and password. You can also call the IRD hotline at 187 8088 or email them at .


Q2: How can I pay my tax bill?


A2: You can pay your tax bill by various methods, such as cheque, cash, ATM, PPS, internet banking, etc. You should pay your tax bill on or before the due date specified in the notice of assessment. You can also apply for instalment payment or holdover of tax payment under certain conditions.


Q3: How can I file an objection or appeal against my tax assessment?


A3: You can file an objection or appeal against your tax assessment if you disagree with it or find any errors in it. You should file an objection in writing to the IRD within one month from the date of issue of the notice of assessment. You should state the grounds of your objection and provide supporting evidence. If you are not satisfied with the result of your objection, you can appeal to the Board of Review within one month from the date of issue of the notice of determination.


Q4: How can I get help or advice on my tax matters?


A4: You can get help or advice on your tax matters from various sources, such as the IRD website, eTAX, IRD hotline, IRD email, IRD enquiry service centres, etc. You can also consult a professional accountant, lawyer or tax adviser if you need more assistance.


Q5: How can I get a copy of my tax return or assessment?


A5: You can get a copy of your tax return or assessment through eTAX by logging in with your user name and password. You can also request a copy from the IRD by phone or email. You should provide your name, Hong Kong identity card number, address and the year of assessment of the return or assessment. The IRD will charge a fee for issuing a copy of your tax return or assessment.


I hope this article has helped you to understand how to fill in and submit your BIR60 tax return in Hong Kong. If you have any feedback or suggestions, please feel free to leave a comment below. Thank you for reading and happy filing! 44f88ac181


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