Event Details

上海美国商会苏州中心诚邀您参加将于3月17日(星期二)下午 2:00-3:30 苏州洲际酒店举办的个人所得税年度汇算清缴实务分享会


年度个人所得税清缴申报,是对纳税人全年综合所得进行的汇总与结算。内容包括工资薪金、劳务报酬、稿酬、特许权使用费四项收入。通过重新计算应纳税额,对比已预缴税款,实行"多退少补",确保税款准确缴纳。2025年度个人所得税综合所得汇算清缴办理时间为2026年3月1日至6月30日。本次活动将介绍个税征管趋势以及实操考量。


话题将涉及:

  • 个税征管趋势
  • 个人所得税年度汇算清缴概览
  • 境外所得个税合规要求
  • 企业管理实操考量


*注:本次活动语言为中文,并提供英文字幕。


The American Chamber of Commerce in Shanghai's Suzhou Center cordially invites you to join the Practical Guide to PRC IIT Annual Reconciliation on March 17 (Tuesday), from 2:00 PM to 3:30 PM at the InterContinental Suzhou.


The annual individual income tax settlement declaration is a summary and final settlement of taxpayers' comprehensive annual income. It covers four types of income: wages and salaries, remuneration for personal services, author's remuneration, and royalties. By recalculating the tax payable and comparing it with the tax already withheld, it implements a "refund for overpayment and additional payment for underpayment" mechanism to ensure accurate tax payment. The handling period for the 2025 annual individual income tax comprehensive settlement declaration is from March 1 to June 30, 2026. This seminar will introduce trends in individual income tax collection and administration, as well as practical considerations.


Topics will cover:

  • PRC IIT Administration Trend
  • Overview of the PRC IIT Annual Reconciliation
  • Compliance Requirements on Foreign-sourced Incomes
  • Practice and Considerations for Enterprises


*NOTE: The event will be in Chinese, with English subtitles for reference.

Agenda

1:30 PM - 2:00 PM
签到交流 Check-in and Networking
2:00 PM - 3:00 PM
主题分享 Presentation
3:00 PM - 3:30 PM
问答交流 Q&A

Speakers

  • 哈纪优 Helen Ha (德勤中国税务合伙人 Tax Partner of Global Employer Services, Deloitte China)

    哈纪优 Helen Ha

    德勤中国税务合伙人 Tax Partner of Global Employer Services, Deloitte China

    哈纪优女士是德勤中国全球雇主人力资源服务团队的税务合伙人。在加入德勤之前,她曾供职于另外一家四大,深耕全球雇主人力资源服务二十余年。
    哈女士为许多行业中的佼佼者提供专业税务服务,包括知名汽车制造集团、前沿金融机构、以及中国企业和国内高净值个人客户。
    哈女士在大型跨国公司的全球人力资源管理项目方面有着丰富的经验。她的专精领域包括个税合规及税务咨询、社保福利咨询、外汇咨询、并购中的中国个人所得税和社保尽职调查和合规性复核项目、人力资源管理标杆最佳实务、国际人才流动管理、外籍员工本地雇佣咨询、全球股权激励计划咨询和实务、薪酬与福利筹划,她与税务机关及其他政府机关建立了良好的关系,为客户在与税务部门协商涉税案例的解决方案中提供技术和实务支持。
    此外,哈女士亦为中国高净值人群提供海外投资移民、海外信托架构相关专业税务咨询服务。
    哈女士是中国注册税务师,澳大利亚资深注册会计师。

    Helen Ha is a Tax Partner with the Global Employer Services Team in Eastern China. Helen started her career with another "Big 4" firm and has over 20 years of experience in the GES area.
    Helen has served a wide range of key accounts in industries such as famous automobile manufacturing companies, leading financial institutions, as well as PRC domestic companies and PRC high-net-worth individual clients.
    Helen has broad experience in managing large scale international assignment engagements and delivering services covering personal tax compliance/advisory, social security advisory, foreign exchange advisory, merger and acquisitions PRC individual income tax (IIT) and social security due diligence/health check programs, “best practice" HR/mobility policy benchmarking, international mobility management, foreigners' localization programs, global equity plan design advisory and roll out, compensation and benefits structuring, discussions and communications with tax authorities to facilitate settlement in complicated cases, immigration compliance and consulting etc.
    Helen’s expertise also covers tax advisory on PRC high-net-worth individuals who are going abroad for personal/business investments.
    Helen is a Certified Tax Agent of PRC and a Fellow CPA of Australia.

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  • 盛云娟 Cindy Sheng (德勤中国高级经理Tax Senior Manager, Global Employer Services Tax and Business Advisory, Deloitte China)

    盛云娟 Cindy Sheng

    德勤中国高级经理Tax Senior Manager, Global Employer Services Tax and Business Advisory, Deloitte China

    盛云娟女士是德勤中国华东区雇主人力资源全球服务及私人客户服务团队的税务高级经理,拥有18年以上的专业服务经验,为很多大型跨国企业及中国走出去企业提供个人所得税合规与人力资源咨询等方面的服务。盛女士从事多年高净值私人客户服务,为高净值人群的跨境个人所得税规划及相关商业提供各类咨询服务。
    她的专精领域包括个税合规及税务咨询、社保福利咨询、外汇咨询、人力资源管理、国际人才流动管理、外籍员工本地雇佣咨询、全球股权激励计划咨询和实务、薪酬与福利筹划、高净值个人税务服务等。
    专业从事跨国公司引进来及中国公司“走出去”相关派遣政策、税务政策的制定及个人所得税的合规及咨询服务
    个人所得税、工资架构咨询筹划
    股权激励计划平台搭建,税务咨询,税务和外管合规服务
    高净值人群个税服务
    盛女士与税务机关及其他政府机关建立了良好的关系,为客户在与税务部门协商涉税案例的解决方案中提供技术和实务支持。盛女士曾为涉及金融行业、消费品制造业、化工行业、汽车制造业、教育等多个行业的世界500强公司提供过专业服务。
    盛女士是中国注册税务师、国际信托与资产规划学会(STEP) 成员

    Cindy Sheng is a Tax Senior Manager with the Global Employer Services Team, Tax and Business Advisory Services Department in Deloitte Suzhou. She has more than 17 years of experience focusing on the Global Employer Services field. She has extensive experience in:

    Specializing in drafting the global mobility policy, tax policy for multinational companies, and Chinese outbound companies
    Providing the PRC IIT compliance and advisory services, payroll service, and tax planning services
    Equity plan and related advisory and compliance services, such as tax registration, SAFE registration
    HR related advisory Services and high-net-worth IIT service

    Cindy has advised multinational companies in a wide range of industries, including banking, pharmaceutical, chemical, automobile, trading, retail, architecture, manufacturing, and education. She has extensive experience in providing international assignment services, compensation and benefits services, cost project services, identification and execution of cost savings opportunities, international human resources and talent rewards services.

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Tickets

Please provide your full name, company name, job title and work email for registration.  AmCham Shanghai reserves the right to decline any non-member registrations with missing information.

Member Tickets
Member Price Complimentary
Member Company Employee Tickets
Standard Price Complimentary
Non-member Tickets
Standard Price RMB 300

Venue

苏州洲际酒店2楼,会议室Ⅱ,Room II, 2F Meeting, InterContinental Suzhou

苏州工业园区旺墩路288号
No. 288 Wang Dun Road, Suzhou Industrial Park

Suzhou, Jiangsu, China

If you have any questions please contact Ailva Tan

Contact Organizer

+86 51262930200

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