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Audrey said: 14 July 2015 at 9:32 Why must I submit a Personal Asset & Liability List for my Tax consultant this year? |
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TaxTim Evan said: 14 July 2015 at 15:50 Are you a director of a company or CC or earn income from running a business? |
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Audrey said: 15 July 2015 at 7:04 Good morning. No, I am an ordinary worker that also receives a small pension from my late husbands policies. |
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TaxTim Evan said: 15 July 2015 at 14:58 You do not need to put in these values then. Ask the consultant why he is asking you for these? |
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Audrey said: 15 July 2015 at 15:06 The consultants says - They need updated info every year so that they can assess risk. |
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TaxTim Evan said: 15 July 2015 at 15:11 If you have a simple IRP5 and are not earning income from anywhere else other than the policies then you do not need this information for your tax return. |
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Audrey said: 15 July 2015 at 15:19 Much appreciated. |
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TaxTim Evan said: 15 July 2015 at 15:43 Only a pleasure! |
