BM Accounting Services Limited
IRD Letter Human Review Summary

IRD letter human review content page

Received an IRD letter as an individual and not sure what to do next?

An IRD letter may be more than a general notice. It may relate to tax filing, assessment, information request, payment, address details or follow-up handling. BM can first conduct an initial human review of the letter you received and summarise its actual requirements, risk areas and suggested next steps.

Submit an individual IRD letter for human reviewHK$380 / per IRD letter

This Type of Letter May Relate To

IRD letters received by individuals may commonly relate to:

  1. 1Individual tax return
  2. 2Notice of assessment
  3. 3Tax demand note
  4. 4Request for additional information
  5. 5Address or personal information update
  6. 6Estimated assessment or overdue-related reminder
  7. 7Other queries relating to personal income, deductions, allowances or tax return information

Common Areas of Uncertainty

For many people, the real uncertainty is not only what the letter says on the surface, but:

  1. 1Whether a reply is required
  2. 2Whether payment alone is enough
  3. 3Whether additional information must be submitted
  4. 4Whether previously submitted information needs to be corrected
  5. 5Whether there is estimated assessment or overdue risk
  6. 6Whether the matter can be handled by yourself or should first be checked by someone experienced

Common Risks

If the actual requirement of the letter is not reviewed first, common risks include:

  1. 1Treating a required action as a general notice
  2. 2Looking only at the amount and missing reply or information requirements
  3. 3Submitting insufficient information and triggering further IRD queries
  4. 4Missing estimated assessment or overdue implications
  5. 5Giving an explanation without understanding the context, making follow-up handling more complicated

Information Usually Needed

For an initial review, BM usually needs to see:

  1. 1A complete and clear image or PDF of the IRD letter
  2. 2The date and file number shown on the letter
  3. 3Any attachments or back pages
  4. 4A brief description of your current situation
  5. 5If the matter involves tax filing or assessment, relevant year information may be needed for follow-up handling

When the HK$380 Service Is Suitable

If you are not sure whether the letter requires a reply, involves risk, has already been handled properly, or what information should be prepared next, you may first use the HK$380 IRD letter human review summary service.

Service boundary

HK$380 includes: human review of one IRD letter, with a summary of the actual requirements, key risk areas, information gaps, time sensitivity and suggested next steps.

It does not include: formal replies to the IRD, document submission, audit arrangement, formal tax representative services, legal advice or any guarantee of outcome.

Submit the letter first and receive a handling direction within 1 working day

HK$380 is for the initial human review and direction summary of one IRD letter. It is not a complete tax handling service.

HK$380

HK$380 / per IRD letter

Go to payment and submission

FAQ

Does this service complete my individual tax filing?›

No. HK$380 is for an initial human review and direction summary of one IRD letter. It does not include individual tax return filing, formal replies to the IRD or document submission.

Can I submit the letter if I do not know its type?›

Yes. You may select "Individual" or "Not sure, please help identify". BM will conduct an initial review based on the letter you submit.

Can I continue to engage BM after reading the summary?›

Yes. If the case is suitable for BM to follow up, we will confirm the service scope and fee separately. If you engage BM within 7 days for follow-up services relating to the same IRD letter, the HK$380 fee can be fully credited against the follow-up service fee for that same case.

Other IRD letter scenarios that may be relevant

If this page does not fully match your situation, compare the other scenarios first. If you are unsure, return to the service page and select "Not sure".

Back to payment and submission pagePropertyView scenarioProperty owner received an IRD letter? Confirm whether it involves reporting, assessment or information requestSole proprietorship, partnership or unlimited companyView scenarioSole proprietorship, partnership or unlimited company received an IRD letter? Clarify business responsibility and next steps firstLimited companyView scenarioLimited company received an IRD letter? Clarify company responsibility, information gaps and follow-up arrangements firstNot sure, please help identifyView scenarioNot sure what type of IRD letter you received? You can let BM review it first