Settlement Pack

[Dharmin]

Hi

On Settlement Pack , Under "Additional Info" tab , do we need to provide all the details of our personal "Income and Expenditure"

Regards
Dharmin

[WTFH]

Your tax advisor will help you. Definitely yes to income. If you’re hoping to get a repayment plan, then yes to expenditure, in my opinion.

[Dharmin]

Your tax advisor will help you. Definitely yes to income. If you’re hoping to get a repayment plan, then yes to expenditure, in my opinion.

Thanks WTFH

[passerby]

I think that information is only necessary if you want a payment plan.

[webberg]

General advice from whom?

If you are going to need some form of plan, then we would advise completion.

[MyxALot]

General advice from whom?

If you are going to need some form of plan, then we would advise completion.

Your own employees, for one.

[passerby]

General advice from whom?

If you are going to need some form of plan, then we would advise completion.

I definitely read this few times in forums but I defer to you superior knowledge. I will edit my post in order not to induce others into an error.

[webberg]

It's fine to share advice, but it would be useful to be able to say by whom.

Our advice is that if you are likely to be looking for a payment plan, then you need to start that process as soon as you can.

We usually go on to explain how we would complete that information and that is too long for a post here.