Osek Mursheh, Zair, or Teum Mas?

January 16, 2010

Jessi wrote in a comment to a previous post. I will use this post to respond:

Hi Gideon!

My name is Jessi and I have come across your website before but today when searching for information on specific atzma’i status, I noticed with pleasant surprise that you have me in your blog roll :) I know I have been in contact before with Jeremy over at Shomer Shkalim, but had no idea that you would also include me! So thanks….I do need to really get on top of publishing more. Really – I’ve been beyond horrible at posting.

Anyways – I have a question that you may or may not be able to answer for me:

I myself also am a freelancer, however as far as I know, I’m not any one status or the other. I have always just been referred to as an atzmait. I have a “file” open up at the tax office but whenever I gained a new client, I would get their business number and would be issued a teum mas. This has always been sufficient for what I have done.

However, I have a new company that wants to hire me on and they asked me to have an osek mershuh status – which from what you have found out and from what I have been told, I need to earn at least 64,000nis/year in order to qualify for this status and while it would be nice to do so, that is nowhere near what I will be making with this company – in fact, in a year, I would only project to make about 18,000nis.

So my problem lies here – this new company would like me to issue receipts to them (which is understandable) – I normally if a client asks, just write one off Excel or some other billing software I’m using at the time and then send it in and keep copies for my records. However, now I’m worried – do I actually need an official receipt book with my tax status on it? Or can I just purchase one from Office Depot and be done with it?

Also, this project is only about 5 months in scope, so I don’t know if since I will be under the “radar” as people have been calling it, is it really worth it to go through the whole process of opening a new file?

Thanks!

Oh and I shall also be adding you to my blog roll in reciprocation.

Gidon responds:

if your potential client wants you to work, then they (or specifically, their accounting dept) will get over the fact that you are an osek zair and not mursheh, meaning that they do not pay you ma’am
I’m not any one status or the other. I have always just been referred to as an atzmait. I have a “file” open up at the tax office
The MAAM tax office gives you a certificate (see mine:-): https://atzmai.files.wordpress.com/2010/01/gidon-ariel-osek-patur.gif ) that says in capital letters if you are a mursheh or a zair. If you have neither, you are neither! So if your direct charging work this year (not counting the clients who take you on payroll and do a teum mas) comes out to less than about 60,000 NIS this year, then you can open an Osek Zair account.
You might consider working through Yeul Sachir or similar for this project, but I doubt it will be more beneficial for you than if you open an osek zair tik as above.
So my problem lies here – this new company would like me to issue receipts to them (which is understandable) – I normally if a client asks, just write one off Excel or some other billing software I’m using at the time and then send it in and keep copies for my records. However, now I’m worried – do I actually need an official receipt book with my tax status on it? Or can I just purchase one from Office Depot and be done with it?
As I wrote elsewhere in this blog (insert link here, lazybones), it seems the simplest solution for us oskim ze’eerim is to buy the humungous Hadar “pinkas kabalot leosek zair” which has about 400 receipts for about 63 NIS and simply write the following six items on each one, by hand, at the time of its issue:
your name/name of your business
your phone number
your teudat zehut number (the number of your business license)
date of issue
the name of your client
the scope of the work you are providing this receipt for
total charged
your signature
Also, this project is only about 5 months in scope, so I don’t know if since I will be under the “radar” as people have been calling it, is it really worth it to go through the whole process of opening a new file?
If your client requires a receipt, then your choice is either open a tik or work through Yeul Sachir or similar.
Good luck!

the infamous Osek Zair receipt book

January 13, 2010

while i was at it, I scanned this book. Now you know what it looks like from the outside (from the inside, you’ll have to wait for another slow news day).

OSEK ZAIR KABALAH BOOK

OSEK ZAIR KABALAH BOOK


My teudat Osek Zair

January 12, 2010

I want to refer to this in a post or comment, and some of you might want to ooh and ahh:-)

GIDON ARIEL OSEK PATUR

GIDON ARIEL OSEK PATUR