Company:
First, in the [Company] > [Basic Information] settings, fill in the correct company name, legal company name, and business registration number.
The company name, legal company name, and business registration number must be filled in according to the company's actual registration details.
The business registration number can only be a maximum of 7-digit integer, for example: 2235379.
People:
In [People] > [Staff Information], the employee's Occupation Tax Number (OTN) cannot be left blank. You must enter the correct OTN for each employee. The OTN consists of 8 digits, for example: 88888801.
Note: In addition to checking the Occupation Tax Number (OTN) under [People] > [Staff Information], you must also check the completeness of the employee's OTN under [Tax] > [File] > [Basic Info].
Tax Settings:
If you need to display the amounts for total monetary income, non-monetary income, and non-taxable income during tax filing, you can configure the income details for additions and deductions through [Tax Filing] > [Settings] > [Edit].
In the Macau version of [Tax] - [Settings] - [Tax Details] - [Income], the 'Taxable Income' and 'Non-Taxable Income' are as follows:
a. Total monetary income;
b1. Non-monetary income 101;
b2. Non-monetary income 102;
c1. Non-taxable income 401;
c2. Non-taxable income 403;
c3. Non-taxable income 404;
d. Taxes paid (optional; can be ignored if not applicable).
Each of the above details can be configured separately for income additions and deductions.
Note: The corresponding income additions and deductions should be set so that the final calculated amount is always a positive number, ensuring the correct amount is recognised during upload.
Export Report:
In [Tax] > [Reports], click the [Download] button to download the corresponding XML tax filing report file that meets the requirements of the Macau Financial Services Bureau, based on the filter criteria. The file name will be: Occupation_Tax_M3/M4_YYYY-MM-DD.XML (where YYYY-MM-DD is the date when the user downloads the file).
Tax Report Format Explanation:
The M3/M4 tax filing report exported and downloaded from the Workstem system can be directly submitted to the Macau Tax Bureau. You just need to ensure that the mandatory information on the tax report matches the data set in the system.
Note: The mandatory fields on the tax report and their association with the system:
The business tax file or employer number is the business registration number under [Company] > [Basic Information] in the system.
The reporting year is the period selected when downloading the report.
The business name in Portuguese is the legal company name under [Company] > [Basic Information] in the system.
The tax identification number is the tax number under [People] > [Staff Information] in the system.
The employee's name in Portuguese is the surname (as per ID) + first name (as per ID) under [People] > [Staff Information] in the system.