Enterprise M needs to declare dutiable goods through Workstem, here are main notes:
IR56B return is only for Employees Still Under Employment as at 31 March . (if you have reported the remuneration of an employee to the Inland Revenue Department in the form IR56F/IR56G, do not fill in the form IR56B again.)
Notice ⚠️ :
Q: An employee resigned on 30 April 2021 without giving notice. My company has not yet filed any IR56B in respect of his remuneration. Which form should be used, should I file IR56B, or IR56F?
A: In the circumstance described by you, you should file the following forms in respect of this employee, namely:
(i) an IR56B for year of assessment 2020/21 covering the period up to and including 31 March 2021;
(ii) and an IR56F covering the period from 1 April 2021 to 30 April 2021.
Special Reminder:
IR56B is not applicable to: ［Employment Type］ is "Contract" or "Virtual Employee" in the system.
Step 1
Enter ［Tax］> ［Settings］> ［Enable］> ［Edit］
Step 2
Enter the IR56B Details, in the Income details, Income Additions and Income Deductions of each a,b,c,d....item should be set according to your actual situation > ［Save］.
Notice ⚠️ :
Before the calculation, make sure if employees' files are complete. Just click ［File］ , you can view all employees that need tax declaration.
Check if employees' files are complete:
Click ［View］, enter File Details and click ［Edit］. You need to fill in all Personal Information ( Chinese Name, Join Date, Position, English Last Name, English First Name, HKID, Passport No., Passport Place of Issue, Sex, Marital Status, Residential Address, Region Code (required), Name of the principal employer, Tax Identity, Other Income Name), after inputing all information, click ［Save］.
Besides, you should also check the Basic Information in ［Company］, ［System Display Name］ , ［BR Name］, ［BR No.］, ［Phone Number］, ［Email Address］, ［Company Address］. Check Employer's Return Form Info see if you input correct ［Full Name of Signer］ , ［Designation］, ［Employer's File No.］ and click ［Save］.
Step 3
Enter［Tax］>［Calculation］>［+ New］> select［Tax Form Type］to IR56B and its ［Period］>［OK］.
Step 4
Click ［View ］, you can view the Tax Report Details and ［Recalculate］, ［Add］, ［Delete］or ［Close］it.
Step 5
［Edit ］or［ Delete］ employee's information, click ［Edit］ to edit employees' Basic Information, Income Details, Residential Address Details and Other Details.
Notice ⚠️:
When editing Staff Information, the grey field cannot be changed. If you need to change, you can enter ［People］to complete this staff's information through filtering (employees whose [Employment Type] are Contract or Virtual Employee are not applicable in IR56B Tax Return).
In addition, if you manually change the Amount in Income Details and click ［Save］, you should click ［Lock］ so that the correct amount will be carried when making ［Recalculate］.
Step 6
Download Tax Report. Enter ［Report］ > choose IR56B report > ［Download］( PDF forms are available for employees to view, and XML forms are available for tax returns to be uploaded to eTAX), select proper ［Cycle］ and ［Form Category］> ［OK］. In ［Form Category］, the system provides 4 categories: Original ( no subjects modified or added）, Replacement ( modify some subjects) , Additional ( add some subjects), Supplementary ( supplement relevant subjects).
Step 7
After downloading the XML form, you can use the text editor to check if the content is complete and correct.
Frequently Asked Questions:
This error message refers that the AreaCodeResAddr must be 1 character, thus you have to complete information of ［Address］,［Area Code］and［ Sex ］.