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IR56E Tax Return- Settings and Notes
IR56E Tax Return- Settings and Notes

To file a tax return for a new employee who has joined the company within 3 months, you should use the IR56E report.

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Written by Workstem CS
Updated over a week ago

Enterprise M needs to declare dutiable goods through Workstem, here are main notes:

Which situation does IR56E apply for?

It is applicable to new employees only. Please submit this form to the tax authority within 3 months from the date of employment.

Notice ⚠️ :

1.If the employee is liable or likely to be liable to declare tax under the Inland Revenue Ordinance, you must fill in and return an IR56E form within 3 months from the date of employment.

2.Employers are responsible for ensuring that the information on IR56E is correct before submitting the form to the tax authority. Employers should distribute a copy of the IR56E form submitted to the tax authortity to employees for reference.

3. After submitting this form, if you need to modify the above declared income and other information later, you must fill in another IR56E form, setting out the revised net income, and please indicate「replacement year, month and day Submitted form」at the top right of the form. Employers can also fill out and submit revised or additional IR56E forms online through the 「Employer's Electronic Tax Filing Service」.

Special Reminder:

IR56E is not applicable to[Employment Type] is "Contract" or "Virtual Employee" in the system.

Tax filing steps :

Step 1

Enter [Tax]> [Settings]> [Enable]> [Edit].

Step 2

Enter the IR56E Details, in the Income details, Income Additions and Income Deductions of each a,b,c 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 [Calculation] > [New] > select [Tax Form Type] to IR56E and its [Period] > [Confirm].

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.

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 [Recalculation].

Step 6

Download Tax Report. Enter [Report] > choose IR56E 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).

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