Financial advisers

Expense tracking for financial advisers in Singapore

Roadshow, client meal and gift receipts, sorted as they happen. Spend by event, and records ready for your Form B.

What you deal with

  1. 01Roadshow, meal and gift receipts pile up for months
  2. 02What each roadshow or event cost is a guess
  3. 03Choosing between the 25% fixed ratio and actual expenses each year

Fast receipt scanning

Receipts read on the day

Snap the receipt or upload up to 100 at once. Merchant, date, amount and GST are read; you pick business or personal and confirm.

Fast receipt scanning ›

Projects

Spend by event

Tag receipts to the roadshow, event or client case they belong to. Each project shows what it cost, with every receipt behind the figure.

Spend by project ›

Expense statement

The year’s total, for the 25% decision

The expense statement totals your allowable expenses for any period. Compare it with 25% of your gross commission before you file.

Fixed ratio or actual expenses ›

Expenses you are likely to record

  • Client entertainment and gifts
  • Public transport for client meetings
  • Mobile phone, business share
  • Roadshow and event costs
  • Training and marketing

Whether each one is deductible depends on its business purpose. The guides below set out the IRAS rules.

Questions

Is the free trial for every plan?

The 30-day free trial is for yearly plans only. Your card is taken at sign-up and charged when the trial ends; cancel before then and you pay nothing. Monthly plans are billed from day 1.

Can my assistant help?

On Pro, invite up to 2 personal assistants, 3 users in total. They upload, sort and confirm receipts. Settings stay with you. Starter is for one user.

Is this tax advice?

No. Tallycent shows guidance from your answers and IRAS rules. You remain responsible for your GST returns and tax filings.