What we need
Let's make sure the following are done before we move onto IR56B reporting:
- Tax information of employer is updated (Master Data / Organization)
- Employees' personal info are updated (Staff / Applicant)
- Payroll from last April to March are done and posted (Payroll / Payroll Batch)
- Pay types are correctly configured on whether it is taxable with proper tax category (Master Data / Job Order Template)
Preparing IR56B Batch
- Go to Taxation / IR56B Batch
- Click "Add New"
- Specify the company and tax period
- Confirm. You now have a blank IR56B batch
- Click "Add Placement"
- Pick who you are reporting tax. Just like payroll.
- Confirm. The staff are being added to the IR56B batch.
- You can now check the numbers or manually adjusting them if needed.
Reviewing IR56B Batch
- You can check and make changes to individual tax forms one by one
- You can also generate the reports to check the amount
- Go to Analytic->Taxation->
- Tax Details Report -
- Tax Summary Report - or
- Go to Analytic->Payroll->Payroll Details by Placement
- Generate the report with the date of the tax period
- Go to Analytic->Taxation->
You can choose to submit IR56B to IRD via eTax or by CD/USB disc
**Please do not submit the IR56B hard copy to IRD directly as it is not accepted by the IRD
Difference between the file for submitting via CD and etax
1. To submit IR56B to IRD by etax
In 2019, IRD has updated the IR56F format and the employer can submit IR56F via e-tax. But you need to get the IRD approval before.
- In IR56B batch, go to More->Generate IR56B for eTax
- Download and burn the xml file
- Make sure you can see the line <IR56VER>B0001</IR56VER> in the file.
- Submit via eTax Mixed Mode, you can refer to the below websites for the procedure.
1. https://www.ird.gov.hk/eng/tax/err.htm#a02 ,
2. https://etax23.ird.gov.hk/ird/login/jsp/ERF612Step.jsp?userLang=zh&userCountry=HK ,
4. https://www.ird.gov.hk/eng/pdf/er_efiling_userguide.pdf (P.30)
**If you want to submit the IR56B via etax but do not get the approval from IRD, please send all of your Company Names and Tax File Numbers to us.
2. To submit IR56B to IRD by CD/USB disc:
- In IR56B batch, input  in the Remark, otherwise the XML file generate would be not supported for CD/USB submission.
- Go to More / Generate IR56B for eTax
- Download and burn the xml file to CD/USB disc.
- More / Generate Control List
- Print and sign the control list
- Together with the reply slip, submit your media and the checklist to IRD
- If your company has < 800 employees, you can submit via eTax but prior approval from IRD is required. You can go to More->Generate IR56B for eTax in .zip
Delivering IR56B to your staffs
- If you have ESS module, once your IR56B batch is posted, your staffs will see it available for download in ESS.
- Alternatively, you can Print or Email the forms to staffs
Please sign in to leave a comment.