Wealth Statement Reconciliation |

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  • Опубліковано 9 січ 2025

КОМЕНТАРІ • 138

  • @waqarcheema820
    @waqarcheema820 Рік тому +2

    One of the best Video on Wealth Tax Statement, Great Job 👍👍

  • @fahadshakil5351
    @fahadshakil5351 11 місяців тому

    thank you sir best video my all doubts regarding this issue has been cleared thanks again

  • @Khanahmednaseem1952
    @Khanahmednaseem1952 Рік тому

    Thank you, this is very comprehensive and in sufficient detail. God bless you.

  • @saeedayasmeen6597
    @saeedayasmeen6597 3 місяці тому

    Informetive Thanks a lot

  • @mp4movies241
    @mp4movies241 Рік тому

    sir life insurance aur life insurance policy 2 alag chzy hain??? kiu k ap nay phly btaya Life insurance Donation zakat Annuity waly folder m likhy gy life insurance hamra personal expence h...

  • @theaays6181
    @theaays6181 2 роки тому +1

    very comprehensive and informative, well done

  • @shazam12691
    @shazam12691 2 роки тому +1

    AoA, is life insurance policy premium of 60000/year considered an asset or an expense, where should one declare/show it? is it supposed to be shown at both places? as i have invested in an asset but that investment itself is an expense until the policy is matured?
    JazakAllah

    • @paikersheikh
      @paikersheikh  2 роки тому

      Life Insurance premium paid each year is an outflow of cash and will be shown under the personal expenses tab. On the other hand, it will be recorded as an asset each year as it is an investment which will mature in future years. Total amount of premiums paid each year will be accumulated as an asset which will increase the asset amount every year till its maturity date.

  • @marsal502
    @marsal502 Рік тому

    Zaberdast Sir
    very easy and informative video

  • @abdurrafayakhtar4321
    @abdurrafayakhtar4321 9 місяців тому

    Assalmoalikum,
    how to treat pf deduction in rax return?
    In which column or tab it should be shown?
    Or is it to declare only mine contribution or total balance accumulated?

    • @paikersheikh
      @paikersheikh  9 місяців тому

      PF deduction is treated as an outflow during the year and showm under the personal expenses tab as Misc. Expenses. Your contribution will be shown as expense and total PF balance will be shown under investments tab as PF balance including both employer's and employee's contribution plus the profit earned.

  • @aliusmanhashmi5222
    @aliusmanhashmi5222 6 місяців тому

    Excel Drawing is very important ✅

  • @nailagul5651
    @nailagul5651 4 місяці тому

    @C.A Paker Sheikh should we add all the credited amount of our bank statment in inflow. Cuz some amounts are of others and paid simultaneously. Kindly do share.

    • @paikersheikh
      @paikersheikh  4 місяці тому

      All credits are not income and all debits are not expenses. Each transaction should be checked and declared accordingly.

  • @muhammadumair-qj8cx
    @muhammadumair-qj8cx Рік тому

    Sir. In which tab / option should we show our dollars equivalent to pkr amount in assets?

    • @paikersheikh
      @paikersheikh  Рік тому

      If dollars are kept in cash form than it will be shown under cash tab

  • @EngrJD
    @EngrJD 2 роки тому

    Awesome Sir. You are doing in amazing job please keep it

  • @ahmadafzal5109
    @ahmadafzal5109 3 місяці тому

    Aoa, sir agr kisi ko ma ne loan dya hoa ha to us ki entry srf debt head ma aye gi?

    • @paikersheikh
      @paikersheikh  3 місяці тому

      Yes it will be your asset and will be shown under investment category.

  • @wajihzamannn
    @wajihzamannn Рік тому

    One question regarding 'Rates/TaxesCharge/Cess' field in personal expense. Do we need to add enter total tax decucted on slaary and profit from saving account?
    Fo example, if tax deducted on salary is Rs 50,000 and and Rs 30,000 tax deducted on profit from saving account then we need to enter Rs 80, 000 in Rates/TaxesCharge/Cess field?

    • @paikersheikh
      @paikersheikh  Рік тому

      Yes total tax deduction is your personal expense and will be shown under this tab.

  • @KhalidAhmed-kl8zt
    @KhalidAhmed-kl8zt 2 роки тому

    You did a great job good teaching style please make more videos on company account

    • @paikersheikh
      @paikersheikh  2 роки тому

      Thank you for watching. I am attaching the link for company return

    • @paikersheikh
      @paikersheikh  2 роки тому

      ua-cam.com/video/02exilAm8hI/v-deo.html

  • @Truthful5
    @Truthful5 2 роки тому

    Due to revised property rates published in SRO 341964.6 dated 2/3/2022 the value of my property has gone down. In 2021 return the value of the property shown was 1.2 crores and due to revised published property values the revised property value for the year 2022 is now 1.0 crores. To make reconciled amount zero the loss or devalued property amount of 0.2 crores is to be adjusted otherwise the reconciled amount will not be zero. The question is under what head the devalued/loss amount 0.2 crores is to be shown in the return. Thanks

    • @paikersheikh
      @paikersheikh  2 роки тому

      No need to devalue your property in return because the amount shown in return is the purchase cost not the market value or fbr value at the time of purchase. If today, the value of property as per fbr has been reduced it doesn't mean we will reduce it in our return. Return shows the amount at historical cost not the market value

  • @khalidmunirhassan229
    @khalidmunirhassan229 2 роки тому +1

    Respected Sir kindly guide about treatment of foreign remittance in income tax return portion and in wealth statement reconciliation portion. Is it treat in income tax portion in other source (Other receipt, declare it as exempted) and in reconciliation foreign remittance or only treat it in reconciliation portion in foreign remittance? Kindly do the needful and oblige. Jazzak Allah

    • @paikersheikh
      @paikersheikh  2 роки тому +1

      Foreign remittance will only be shown in the wealth reconciliation statement. No need to show in return.

    • @khalidmunirhassan229
      @khalidmunirhassan229 2 роки тому

      @@paikersheikh Jazzak Allah Respected Sir

  • @muhammadumair-qj8cx
    @muhammadumair-qj8cx Рік тому

    Sir. I wrongfully entered my gratuity of my present job in assets of 2022 year that was my first ever wealth statement. What is the solution for 2023 wealth statement?

    • @paikersheikh
      @paikersheikh  Рік тому

      You may leave it unchanged for 2023 and onwards till it is received to avoid any litigation

  • @ishtiaqhussain4635
    @ishtiaqhussain4635 2 роки тому

    Excellent information sir
    Sir agar hum ne Apne asset mein Kuch gold show kia ho aur usko hum sale kar dain to kia us ke gain per tax Hoga uske gain ki entry Kahan ho ge plz guide

    • @paikersheikh
      @paikersheikh  2 роки тому

      Asset shown as "Gold" is not a capital asset and hence gain on its sale is not taxable. Gain amount will be shown as inflow under "Gain on sale of assets other than gain on sale of immovable property".
      However, if you have declared Jewelry in your return than it will be capital asset and gain on its disposal is taxable gain under the head Capital Gain.

    • @ishtiaqhussain4635
      @ishtiaqhussain4635 2 роки тому

      @@paikersheikh sir kia gold aur jewelry me farq HOTA hai. Agar aisi BAAT hai to ye acha hai. Thanks a lot for replying my query.

  • @expandables6400
    @expandables6400 Рік тому

    Banks details main total credit amount in current year show krni hoti, ya closing balance?

  • @tahirabbas9212
    @tahirabbas9212 Рік тому

    Sir meine 2022 ki return file ki thi us mein meine salary account show kiya tha meri annual salary incom 450000 hei meine aik saving account ki c aur bank mein open krwaya tha December mein aur mujhy profit Febuary 2023 se milna shuru hua ab mein saray tax certificates aur bank statements le li hein 15% claim k liye sawal yeh hei k jo raqam meine invest ki thi 7 month pehly us ki total worth bhi wealth statement mein section 7b mein darj krni hogi k nahe ya mein sirf profit income ko he darj krdun

    • @paikersheikh
      @paikersheikh  Рік тому

      Profit amount will be shown under section 7b. Amount of investment is basically your savings account bank balance which will be shown in Wealth statement.

  • @Asp1287
    @Asp1287 2 роки тому

    Where to put the amount of business capital in reconciliation tab?I mean apart from personal assets & liabilities tab

    • @paikersheikh
      @paikersheikh  2 роки тому

      It is shown under assets tab as Business Capital

    • @Asp1287
      @Asp1287 2 роки тому

      @@paikersheikh thanks
      But where to put this in reconciliation tab coz my assets are increased due to this in reconciliation tab whereas my income doesnot justify this in reconciliation tab

    • @Asp1287
      @Asp1287 2 роки тому

      I am first time filer
      Capital injected 2 lac
      Business income 4lac
      Personal exp 3 lac
      I mentioned 2lac in business capital tab bt in reconciliation tab it could not be balanced.Where to show amount invested in capital in reconcilaition tab in order to balance my statement.

  • @knowMEplz
    @knowMEplz 2 роки тому

    How to mention a car purchased n sold in the same financial year after registration.

    • @paikersheikh
      @paikersheikh  2 роки тому

      No need to mention in assets. Gain or loss on its sale will be mentioned in reconciliation tab under inflows/outflows.

  • @Fshah1
    @Fshah1 2 роки тому

    Very nice brother. Professionals are professional

  • @muhammadumair-qj8cx
    @muhammadumair-qj8cx Рік тому

    Sir. where can we show US$ in assets that we have in cash?
    Will we have to convert their equivalent value to PKR?

    • @paikersheikh
      @paikersheikh  Рік тому

      Yes you have to convert it into PKR at 30 Jun 2023 rate.

    • @muhammadumair-qj8cx
      @muhammadumair-qj8cx Рік тому

      Sir in which tab/ option in assets should we should we show our dollar equivalent to pkr amount?

  • @sooperfood8728
    @sooperfood8728 2 роки тому

    fbr reconciliation in exil format share krde .

    • @paikersheikh
      @paikersheikh  2 роки тому

      Please send an email at smartschooling5@gmail.com

  • @muhammadumair-qj8cx
    @muhammadumair-qj8cx Рік тому

    Sir. How we should show our gratuity in assets that we will receive in future when we will resign?

    • @paikersheikh
      @paikersheikh  Рік тому

      Gratuity is taxable under the Head Salary. It will not be shown as asset as normally no salary deduction are made against gratuity. It will be shown in inflows when received

    • @muhammadumair-qj8cx
      @muhammadumair-qj8cx Рік тому

      Thanks sir. Stay blessed

  • @masood12124
    @masood12124 2 роки тому

    Aoa, Sir What is the logic of pasting Unreconciled amount in Cash (Non Business) while I dont actually have that much amount in my account or in cash.?

    • @paikersheikh
      @paikersheikh  2 роки тому +2

      The amount in your account is not entered in Cash rather it is entered in Bank details. Entering the balancing amount in your Cash head is the safest and recommended option.

    • @masood12124
      @masood12124 2 роки тому

      @@paikersheikh Jazak Allah

  • @humaishfaq5561
    @humaishfaq5561 2 роки тому

    i have purchased a home of 50 lakh upon taking loan from bank of 30 lakh mortgage with bank, how to add in wealth statement, please tell

    • @paikersheikh
      @paikersheikh  2 роки тому

      You should declare the FBR value of your property as an asset in your wealth statement and the payable amount of loan as of 30-Jun-2022 will be shown in liabilities section in your wealth statement.

  • @theaays6181
    @theaays6181 2 роки тому

    i subscribed you because of watching your video

  • @muhammadumair-qj8cx
    @muhammadumair-qj8cx Рік тому

    Sir. I am non resident pakistani. I got 400 $ as cash out of my salary. Remaining salary is credited as PKR into my PKR pakistani bank account. I save cash dollars and take them to Pakistan. Can i show pkr amount equivalent to dollars ithat i bring Pakistan as cash in my foreign source salary income/ remittance ?

    • @paikersheikh
      @paikersheikh  Рік тому

      If you declare your dollars as salary than you might need to pay extra tax in Pakistan. You can declare it as Foreign Remittance in Pakistan to avoid tax

  • @akramilahi6444
    @akramilahi6444 Рік тому

    Bahatreen 👍

  • @amazingshorts2607
    @amazingshorts2607 3 місяці тому

    Good 👍

  • @arsalanfarooq5588
    @arsalanfarooq5588 2 роки тому +1

    very well explained

  • @candyshandyy
    @candyshandyy 2 роки тому

    can you please send this tax computational format excel file/document ?

    • @paikersheikh
      @paikersheikh  2 роки тому

      Please send an email at smartschooling5@gmail.com

  • @bobwa399
    @bobwa399 2 роки тому

    I dont have a job or business. My income comes from my rented Flat and Regular income Certificate (RIC) of National Savings. How should I return file?

    • @paikersheikh
      @paikersheikh  2 роки тому

      Your taxable income is rental income and income from RIC. You can file return by providing your rental income details.

    • @bobwa399
      @bobwa399 2 роки тому

      @@paikersheikh Thank you.

  • @HanifJiwani
    @HanifJiwani Рік тому

    Dear Sir, Please be adviced the treatment the purchase of property on instalment in wealth statement. where to enter in Row or head?
    in
    Code 7006 Investment or
    Code 7007 Debt or
    Code 7013 any other assets
    Thank you

    • @paikersheikh
      @paikersheikh  Рік тому

      It will be shown under property head. Each year balance will be increased with the amount of installments paid.

  • @abrarkhan-of6ri
    @abrarkhan-of6ri 2 роки тому

    please tell me about, The taxes that are deducted on the internet, cell, salary, stock market income others can be written in personal expenses under code 7052.

    • @paikersheikh
      @paikersheikh  2 роки тому

      Yes all taxes will be shown under this code

  • @hasnaindeo83
    @hasnaindeo83 2 роки тому +2

    Awesome! could you please upload the excel working sheet?

    • @paikersheikh
      @paikersheikh  2 роки тому +1

      I have emailed the excel sheet to you.

    • @hasnaindeo83
      @hasnaindeo83 2 роки тому

      @@paikersheikh Received with bundle of thanks

  • @amazingshorts2607
    @amazingshorts2607 7 місяців тому

    Nice❤

  • @jojinfoworld
    @jojinfoworld 2 роки тому

    Sir meri salary 4 lakh se kam hai lekin Main Chahta Hun Ki filer Bano to return Kaise file karunga Kuchh Vakil Kehte Hain Ki Nil kar do aur kuchh Kehte Hain ki aap 400000 show karo to kaun sa Tarika behtar
    Hai?

    • @paikersheikh
      @paikersheikh  2 роки тому

      Yes you can become a filer and you should declare your actual income earned for the year i.e. Rs. 400,000 in your case

    • @jojinfoworld
      @jojinfoworld 2 роки тому

      @@paikersheikh but I don't have any Bank account then how should I declare?

    • @paikersheikh
      @paikersheikh  2 роки тому +1

      @@jojinfoworld you dont need a bank account to file your return. You can still declare your income if you have the employment contact or pay slips for the year in which you have earned income.

  • @waliali-x6k
    @waliali-x6k Рік тому

    Sir excel sheet be provide ker dain through a link. It would be a great help.

    • @paikersheikh
      @paikersheikh  Рік тому

      Please send email at smartschooling5@gmail.com

  • @khalidmunirhassan229
    @khalidmunirhassan229 2 роки тому

    Respected Sir my second question is that my brother gave me some amount through crossed cheques and transferred it in my account from their account. Kindly guide its treatment in income tax return portion and in wealth statement reconciliation portion. Is it treat in income tax return portion in other source (other receipt, as exempted) and in reconciliation portion treat in other head? Kindly do the needful and oblige. Jazzak Allah

    • @paikersheikh
      @paikersheikh  2 роки тому +1

      If you do not intend to pay it back to your brother then it will be shown as exempt income in other sources. If you intend to pay it back then it will be shown as liability in wealth statement.

    • @khalidmunirhassan229
      @khalidmunirhassan229 2 роки тому

      @@paikersheikh Jazzak Allah Respected Sir

    • @SuperLughmani
      @SuperLughmani Рік тому

      👍

  • @faisalanmol
    @faisalanmol 2 роки тому

    please share excel sheet as well ... waiting ur response

    • @paikersheikh
      @paikersheikh  2 роки тому

      Please send an email at smartschooling5@gmail.com

  • @iqbalbhatti505
    @iqbalbhatti505 Рік тому

    Impressive sir.

  • @ABDULRAHIM-nk6ij
    @ABDULRAHIM-nk6ij Рік тому

    kindly define final tax /minimum tax conecpt

  • @fragileheart9640
    @fragileheart9640 2 роки тому

    Salaam, a quick question if you please reply asap. " father gifted a property to son, but father still taking the rent. Should rental income be shown in Father's return?"

    • @paikersheikh
      @paikersheikh  2 роки тому

      Yes it will be shown in father's return. If the property has been transferred in the son's name then the rental income of the father will be shown as income from other sources and taxable at normal rates. However, if property is not yet transferred in the son's name then the rental income of the father will be shown as property income of the father and taxable at normal rates.

    • @fragileheart9640
      @fragileheart9640 2 роки тому

      @@paikersheikh thanks alot
      So it can't be shown as rental income in father's return. Kindly advise in which column this income can be shown in father's return?
      Appreciated

    • @paikersheikh
      @paikersheikh  2 роки тому

      @@fragileheart9640 it will be shown as income from other sources

  • @shoaib-universal
    @shoaib-universal 2 роки тому

    I want to revise my wealth statement of 2021. What are the requirements?
    It is necessary to get approval or to give reasons of revision??

    • @paikersheikh
      @paikersheikh  2 роки тому

      You can revise your wealth statement by filing a revised wealth statement from under Declaration tab on iris and no reason or prior permission is required from FBR

    • @shoaib-universal
      @shoaib-universal 2 роки тому

      Thank you for clearing my point

    • @shoaib-universal
      @shoaib-universal 2 роки тому

      After revising wealth statement of 2021, Can i submit tax return of 2022 on same day or i have to wait?
      Kindly share your whats app no.

    • @paikersheikh
      @paikersheikh  2 роки тому

      @@shoaib-universal you can submit your return for 2022 right after you have filed revised wealth statement.

    • @shoaib-universal
      @shoaib-universal 2 роки тому

      JAZAKALLAH for your guidance.

  • @walimuhammad6549
    @walimuhammad6549 Рік тому

    السلام علیکم : سر میں فائلر ہوں پہلے ميرے 3 بنک اکاؤنٹ تھے اب 2 اکاؤنٹ ڈارمنٹ ہوگئے ھیں تو ٹیکس رٹرن میں جس طرح پہلے 3 اکاؤنٹ لکھتا تھا، (3) تین ہی لکھوں یا (1) ایک لکھوں : رہنمائی فرمائیں :مھربانی ھوگی

    • @paikersheikh
      @paikersheikh  Рік тому

      جو اکائوٹ ایکٹو ہیں صرف وہی لکھیں

  • @ghauri001
    @ghauri001 2 роки тому

    May I have excel sheet?. video is very informative and helpful. Thanks

    • @paikersheikh
      @paikersheikh  2 роки тому

      Yes. Please send an email at smartschooling5@gmail.com

  • @muhammadchoudhry4357
    @muhammadchoudhry4357 2 роки тому +1

    Sir, will you be kind enough to share excel working sheet with me

  • @nadeemsarwarofficial654
    @nadeemsarwarofficial654 2 роки тому +1

    A. O. A Sir, send me excel working of wealth statement, please

    • @paikersheikh
      @paikersheikh  2 роки тому

      Please send an email at smartschooling5@gmail.com

    • @nadeemsarwarofficial654
      @nadeemsarwarofficial654 2 роки тому

      I sent email address from Hotmail but you didn't reply

    • @paikersheikh
      @paikersheikh  2 роки тому

      @@nadeemsarwarofficial654 I have sent the file

  • @tahirabbas9212
    @tahirabbas9212 Рік тому

    V nice sir

  • @zeeshansahib
    @zeeshansahib 2 роки тому

    Sir can you please send file

    • @paikersheikh
      @paikersheikh  2 роки тому

      Yes. Please send an email at smartschooling5@gmail.com

  • @fadyfahad5452
    @fadyfahad5452 2 роки тому

    Aoa, Kindly can you Send me the Excel file. I have already sent an email.

    • @paikersheikh
      @paikersheikh  2 роки тому

      I have sent you the excel file. Please check

  • @shahidsafi5912
    @shahidsafi5912 2 роки тому

    kindly send me excel file

  • @accablues
    @accablues 2 роки тому

    very informative and well explained. plz share excel file. email sent thanks

    • @paikersheikh
      @paikersheikh  2 роки тому

      Thank you for watching Please check your email.

  • @ziasalahuddin
    @ziasalahuddin 2 роки тому

    Sir, will you be kind enough to share excel working sheet with me

    • @paikersheikh
      @paikersheikh  2 роки тому

      Please send an email at smartschooling5@gmail.com

  • @sabtainhussan5157
    @sabtainhussan5157 2 роки тому

    A. O. A Sir, send me excel working of wealth statement, please

    • @paikersheikh
      @paikersheikh  2 роки тому

      Please send an email at smartschooling5@gmail.com