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Quality Review Framework

Standardize your firm's QA with roles, timeboxes, and comprehensive checklists.

Role Matrix & SLAs

Processor

Responsibilities:

Data entry, GL mapping, initial calculations

SLA: 4 hours

Required Skills:

Basic tax knowledge, attention to detail

Reviewer

Responsibilities:

Exception handling, technical review, adjustments

SLA: 2 hours

Required Skills:

Advanced tax knowledge, IRAS regulations

Approver

Responsibilities:

Final sign-off, client communication, risk assessment

SLA: 30 minutes

Required Skills:

CA(Singapore) or equivalent, partner-level

Comprehensive Checklists

Tax Computation

  • Revenue reconciliation to GST returns
  • Expense categorization and non-deductible items
  • Capital allowances computation
  • Section 14Q claims verification
  • Related party transaction review
  • Foreign income and tax credit
  • Losses utilization and carry-forward
  • Partial exemption application
  • Tax incentives and reliefs
  • Estimated chargeable income validation

Documentation

  • Financial statements (audited/unaudited)
  • General ledger export
  • Fixed asset register
  • GST returns (F5)
  • Related party agreements
  • Foreign tax documentation
  • Director resolutions for key items
  • Supporting invoices for material items
  • Bank statements for verification
  • Prior year tax computation

Compliance

  • Filing deadline compliance
  • ECI submission timing
  • Form C-S eligibility check
  • Withholding tax obligations
  • Transfer pricing documentation
  • CbCR notification requirements
  • GST registration threshold
  • Corporate tax rate application
  • Tax payment schedule
  • Record keeping requirements

Sign-off Trail Example

Client: ABC Corporation Pte Ltd

YA 2024 Tax Filing

Processing Complete

GL mapped, initial computation done

By: Jane Doe | 14 Mar 2024, 2:30 PM

✓ Done

Technical Review

3 exceptions resolved, adjustments applied

By: John Smith | 14 Mar 2024, 5:15 PM

✓ Done

Partner Approval

Final review and sign-off completed

By: David Lee | 15 Mar 2024, 10:00 AM

✓ Approved

Total Time: 6.5 hours | Status: Ready for Filing

Download the Complete Framework

Download Quality Framework
Get templates, checklists, and role matrices for your QA process

We'll send you the framework and occasional updates.

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