Profile of TIHK
The Institute was incorporated as a company limited by guarantee on 29th September 1972 by a group of professionals with the major objectives of promoting the study of taxation, using as a venue for the exchange of taxation knowledge as well as to enhance the standard of tax professionals. Initially 34 members subscribed to the Memorandum and Articles of Association; and at present the Institute has more than 3,000 members.
Visits to PRC
As early as 1979 the Institute has made contact with tax societies and bureaus in Mainland China and from then onwards has maintained very good relationship with the PRC tax authorities and tax societies. Annual visits are organised to Beijing and Guangdong and other major cities, visiting various tax bureaus and relevant government offices.
Budget Submission
In 1980 the Institute made its first budget submission to the Financial Secretary of Hong Kong. The submission commented on Hong Kong's fiscal policy with suggestions thereof to the Government. This budget submission has become an annual event for the Institute.
In 1987 the Institute became one of the founding members of the Joint Liaison Committee of Taxation (JLCT) established to study, review and advise the Administration on Hong Kong's taxation legislations and policies.
In 1978 the Institute published its first booklet on taxation topics. 

In 1990 the Institute and the Hong Kong Polytechnic University jointly published a taxation bulletin: "Taxation" on topics of taxation and related matters. In 1997 this bulletin was upgraded to a full professional journal renamed as the "Asia-Pacific Journal of Taxation". Throughout these years the Journal has gained much reputation among academics and professionals in the region. In addition to the Journal the Institute also publishes a bimonthly Newsletter to keep members abreast of the activities and events of the Institute and to provide them with tax updates on important development in Hong Kong tax, China tax and international tax,
By 1994 the Institute joined the Asia-Oceania Tax Consultants' Association (AOTCA), an organization represented by tax practitioners in the Asia-Oceania region. In 2006 the Institute first hosted the AOTCA annual general meeting and international tax conference in Hong Kong. The event was attended by hundreds of participants from the region.

The Institute's past President Mr. Thomas Lee was elected as the President of AOTCA during 2013 to 2014. Mr. Jeremy Choi, Vice-President of the Institute, was elected as the Vice-chairman of AOTCA Technical Committee in October 2017.
Qualifying Examination Programs (“QEP”)
The Institute has cooperated with other local education institutions in providing various postgraduate programs, preparing students for taking the Certified Tax Adviser (“CTA”) Qualifying Examination and enriching their tax knowledge.
  • Professional Diploma in Tax Advisory

    Since 1994 the Institute has cooperated with the School of Continuing and Professional Education ("SCOPE") of the City University of Hong Kong in providing the QEP.

    The program was first revamped in 2012 to become the Continuing Education Diploma in Tax Advisory. After several years of success, the Program was further restructured and renamed as “Professional Diploma in Tax Advisory” to enrich students’ knowledge in taxation and to develop their career in the field of professional tax advisory. Successful completion of this 10-month program will entitle the students, who have the qualifying tax experience, to become members of the Institute. They will also get exemptions from the Hong Kong Tax Paper and International Tax Paper of the Institute’s CTA Examination. For more details of the Program, please click here.
  • Master of Finance (Taxation)

    The Institute has cooperated with SCOPE and Jinan University in developing and offering the master degree program for the advanced study of Hong Kong, China and International taxation.
Office Premises
The Institute acquired its present office in Sheung Wan in 2003.
PRC Certified Tax Agents (“PRC CTA”) Examination
In 2006 the Institute has signed a Co-operation Agreement with the Ministry of Personnel, Administration Centre of Certified Tax Agent of the State Administration of Taxation and the Hong Kong Examination and Assessment Authority whereby the Institute assists in holding the PRC CTA examination in Hong Kong.
AOTCA Conference
The Institute has been an active member of AOTCA since 1994 and was awarded the opportunity to host the annual meeting of AOTCA and the international tax conference in October 2016. The theme of the 2016 AOTCA Conference was “Post BEPS, Challenges and Opportunities”. The Conference provided a platform for tax professionals and experts from the 15 AOTCA member countries to get together to share information and exchange views, to update on latest legislation and practice changes, and prepared practitioners and enterprises for the paradigm shift in global tax environment led by the OECD and G20. Prominent speakers from multinational enterprises, governments, local and overseas tax experts shared their views on current and controversial topics with the participants.
Cross Strait Taxation Conference (兩岸四地涉稅服務論壇)
The Cross Strait Taxation Conference has been jointly organised by The China Certified Tax Agents Association (中國註冊稅務師協會), The Taxation Association of Macau (澳門稅務學會), Taiwan Provincial CPA Association (臺灣省會計師公會) and the Institute.  Each year, the four parties will take turn and host the Conference.  The Institute last host the Conference in 2016.
Annual Meeting of Guangdong, Hong Kong, Macau and Taiwan Tax Conference (粵港澳台稅收研討會)
The Annual Meeting has been jointly organised by Guangdong Provincial Tax Institute (廣東省稅務學會), The Taxation Association of Macau (澳⾨門稅務學會), Chunghwa Institute of International Taxation (中華產業國際租稅學會), and the Institute. The Annual Meeting was first organised in 2006. It provides a great platform for tax practitioners and experts from Guangdong, Hong Kong, Macau and Taiwan to get together to share information and exchange views on the development of the latest tax issues. The Institute last hosted the Annual Meeting in 2017. The topics of the day included Guangdong-Hong Kong- Macao Bay Area, and the development of the latest legislation and practice on the Common Reporting Standard.
Certified Tax Adviser (“CTA”) Annual Conference
The CTA Annual Conference was first organised in 2014, offering a platform for the exchange of latest tax development and helping participants acquire industry insights to prepare for unexpected challenges in the future. Prominent speakers from Mainland and Hong Kong tax authorities, experienced practitioners from leading accounting firms as well as business owners and investors have shared their views on hot current topics.
Award to the then President by the Government
In 2007 the HKSAR Government has awarded the Institute’s then incumbent president, Mr. Richard Chow, a Medal of Honour for his contribution to the study of taxation. This is indeed also a great honour to the Institute.
Joint taxation conference with Shenzhen
Since 2010, the Institute and 深圳市稅務學會 jointly host a taxation conference in Shenzhen. The event is held annually in Shenzhen.
Certified Tax Adviser and Accredited Employer Program
In 2010 the Institute launched its first annual CTA Qualifying Examination in order to enhance the standard of tax professionals. The Institute has by now over 3,000 members and over 2,100 CTAs.
To further strengthen and advance the status of CTAs in Hong Kong, the Institute introduced the CTA Accredited Employer Program in July 2012. Within a period of two months since its introduction, more than 250 CPA firms have recognised and joined the program. The Institute has by now over 290 Accredited Employers.
Last Updated in Dec 2018