What we need
Let's make sure the following are done before we move onto IR56F reporting:
- Tax information of employer is updated (Master Data ->Organization)
- Input the staff Terminated Date with reason
- Payroll from last April to Terminated Date are done and posted (Payroll ->Payroll Batch)
- Pay types are correctly configured on whether it is taxable with proper tax category (Payroll-> Job Order Template)
Submitting IR56F
You can choose to submit IR56F to IRD via eTax or through Hard Copy
A. Preparing IR56F Batch and submitting IR56F via e-tax
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.
- Go to Tax->IR56F Batch/IR56F(if you have IR56F only)
- Click "Add New"
- Specify the company and tax period
- Confirm. You now have a blank IR56F batch
- Click "Add Placement"
- Choose the corresponding applicant(s)
- Save. The staff are being added to the IR56F batch.
- *If you cannot add the IR56F in the batch, please check
1. If you have created the IR56F form before in Tax->IR56F, delete the form and add the applicant again
2. if you have posted all the payroll batch
- *If you cannot add the IR56F in the batch, please check
- You can now check the numbers or manually adjusting them if needed
For submitting the IR56F via e-tax
- Go to More->Generate IR56f xml->upload the file to IRD
- To Submit the tax forms via eTax Mixed Mode, you can refer to https://www.ird.gov.hk/eng/tax/err.htm#a02 ,https://etax23.ird.gov.hk/ird/login/jsp/ERF612Step.jsp?userLang=zh&userCountry=HK , https://www.ird.gov.hk/eng/demo/erf/ersubmit_mixed_56f/index.htm and https://www.ird.gov.hk/eng/pdf/er_efiling_userguide.pdf (P.30)for the procedure.
*The IR56F form generated from "Print IR56F" would have the wordings "<THIS COPY IS NOT FOR SUBMISSION TO THE DEPARTMENT>" at the bottom, which means this form cannot submit to IRD directly.
If you want to submit the IR56F via etax but do not get approval from IRD, please send all of your Company Names and Tax File Numbers to us to get the approval.
B. Preparing IR56F and submitting IR56F through Hard Copy
- Go to Tax->IR56F
- Click "Add New"
- Specify the company and submission date
- Choose the corresponding applicant(s)
- Save
- You can now check the numbers or manually adjust them if needed.
For submitting the IR56F in hard copy,
- Go to the IR56F->More->Print IR56F(2019) and you can submit the hard copy of the form to IRD
- You can also print all IR56F on the same date or in the same tax year in one time
- The forms generated should be without "<THIS COPY IS NOT FOR SUBMISSION TO THE DEPARTMENT> " at the bottom.
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