A checklist can organise the records and questions relevant to CPF or SRS, but it does not establish eligibility for relief or recommend a contribution. Rules depend on the relevant Year of Assessment and individual circumstances. Check current IRAS and CPF guidance before taking action.

What to record

Record the relevant assessment year, source documents, contribution records and unresolved eligibility questions. Distinguish a contribution from a confirmed tax relief. Review interactions with other reliefs using official guidance or qualified advice rather than assuming every contribution reduces tax.

A practical example

A useful entry says 'SRS contribution record obtained; applicable relief conditions and overall cap still to verify'. The checklist should preserve that uncertainty rather than printing a tax-saving amount that has not been checked.

Build and check your own record

  1. Gather the relevant original records and note their dates. Decide what this summary is for and who, if anyone, needs to receive it.
  2. Open the tool and use minimal, non-sensitive descriptions. Enter only figures you can explain, mark estimates clearly and leave missing information as unknown.
  3. Compare the preview with the sources. Check units, dates and totals, and correct any misleading label before exporting. A generated layout does not verify the inputs.

Keep the original documents

Store the summary securely and review it when its source information changes. Keep important decisions, official notices and professional recommendations in their original records. Ask a qualified professional about suitability, tax treatment or legal effect where needed.

Official reading: IRAS: current tax relief guidance. Check the current guidance and the requirements applying to your situation.