Wealth statement preparation.

Who this is for

Individuals who are required to file a wealth statement alongside their income tax return and want their assets and reconciliation presented clearly and consistently.

What’s involved

• Listing assets and liabilities in the format IRIS expects
• Preparing the reconciliation between opening and closing wealth
• Checking consistency with the income declared in your return
• Explaining what each section represents so the statement makes sense to you

Before you get in touch

• Have a general picture of major assets and liabilities
• Know your income tax return status for the same tax year
• Do not send financial documents in a first message — they are shared only after scope is agreed

Keep your details safe. Please don’t share your CNIC, IRIS password, OTP, income figures or documents in a first message. Scope, records and fees are agreed directly before any work begins.

Enquire about this service