In Hong Kong, profits tax is an income tax chargeable to business carried on in Hong Kong. Applying the territorial taxation concept, only profits sourced in Hong Kong are taxable in general. Capital gains are not taxable in Hong Kong, although it is always arguable whether an income is capital in nature. The persons chargeable to profits tax includes corporations, partnerships, trustees, and sole proprietors.
Chargeable scope
As a general rule, Hong Kong profits tax is levied on any persons who carries on a [|trade], profession or business in Hong Kong and assessable profits arising in or derived from Hong Kong for a [|year of assessment]. The profits tax rate applied is 15% for individuals and 16.5% for corporations on their net assessable profits for the year of assessment 2014/15.
Tax computation
The formula is:
Approved charitable donations
The Approved charitable donations are limited to 10% of the amount after deducting of the Depreciation allowances, per section 16D of the IRO. And after the amendment recently, it is changed to 25% of the amount after deduction of Depreciation allowances
Section 14
A person carries on a trade, a profession or a business in Hong Kong
There are profits arising in or derived from. Profit is not from the sales of capital assets
The profits must be arising in or derived from Hong Kong
* Contract effected test
* Operation test
* Provision of credit test
* Development test or registration test
Badges of Trade
Any trade may be subject to profit tax unless one can provide reasonable evidence to prove that there is not any revenue profit. In Hong Kong, capital profit is not subject to tax. In order to prove the nature of a trade, the badges of trade are to be considered:
The year of assessment of each year starts from 1 April and ends on 31 March in the next year. For example, the year of assessment for 1 April 2014 to 31 March 2015 is "Year of Assessment 2014/15". However, no adjustment is required to align the financial information with the end-date of year of assessment. On the contrary, IRD accepts the profits assessed in accordance with the accounting year-end date. In the context of tax law, this is also referred as basis period.
If the capital expenditure is not deductible at any of the above provisions, the following depreciation allowances may be granted as an alternative deduction.
As derived from its name, the industrial building allowance is only available for buildings used, generally, for the purpose of manufacturing of goods and products. Buildings which are used to carry out other businesses may be qualified for commercial building allowance. Industrial building allowance is more beneficial to the taxpayer because at the year of purchase, 20% of "initial allowance" on the capital expenditure can be deducted. Such benefit is not available for commercial buildings. For every year, 4% of the capital expenditure can be deducted as "annual allowance", until 25 years after its first use. On the contrary, the amount which the proceeds received at the time of sales over the allowance claimed will be taxable as "balancing charge".
Depreciation Allowance on Plant and Machinery
Types of plant and machinery that are tax-depreciable and their respective rates are set out in a prescribed schedule. The definition of plant and machinery does not include any implement, utensil and article. Instead, they can be fully deductible for profits tax purpose on replacement basis For assets purchased during that year of assessment, an initial allowance of 60% will be granted. Thereafter, the assets sharing the same rates of annual allowance are transferred into a pool, classified by the prescribed schedule in the Rule 2 and annual allowance of either 10%, 20% or 30% will be granted for the entire pooled assets. For example, a motor vehicle, which is 30% pooled, can be first granted a 60% initial allowance and 30% of annual allowance on the remaining 40% asset value. Therefore, 72% of the value of motor vehicle can be deducted from tax in the year of purchase.
Tax loss
Tax losses can be carried forward to set off the profits in the future years until fully absorbed but not backward. Group loss relief is not available in the taxation in Hong Kong. Taxpayer bears no rights to object a loss determined by IRD because loss is not an assessment in accordance to the definition of Ordinance. Until the time when profits are assessed which affects the tax loss, the taxpayer may apply for an objection to the CIR. It also implies that a statement of loss, which grants no objection option to the taxpayer, has a different status with the notice of assessment. An assessment cannot be re-opened after being final and conclusive after 6 years. On the contrary, a case of tax loss, even agreed by the CIR in previous year, can be re-opened at any time in the future since it is technically not an assessment.