Supposing enterprise M is going to declare tax through Workstem, here are the main notes.
Q: What are situations suitable for using IR56F?
A: Notice of cessation of employment by an employee shall be submitted one month
before the date of cessation of employment by the employee (please fill in IR56G if
the employee is leaving Hong Kong).
Notice⚠️:
1. If the employee is leaving Hong Kong, please fill in IR56G；
2. Employer is responsible to fill in IR56F, sending the form to the authority within a
month before the cessation of employment by an employee；
3. If the employee is entitled to additional emoluments after leaving the company,
the employer is able to submit the additional IR56F. Please only fill in the box with the
corresponding extra income data if you are completing the additional form；
4. Please do not place in the salary into the report IR45b once again that already
reported on IR56f again to avoid double counting.
Special reminder: Tax report IR56F does not apply to the certain employee type. For
example, contract and virtual employee.
Tax return procedures:
Step 1
Click [Tax] > [Setting] > [Enable] > [Edit].
Step 2
Enter IR56F Details at first, following by setting Income Additions and Income
Deductions of each a, b, c, d and etc. items based on actual situation > [Save].
Notice⚠️:
Double-check whether employees’ files are completed before the calculation. You are enabled to see all your employees who need tax declaration in [File].
Check if employees' files are completed:
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 inputting 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］.
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.］, then click [Save].
Step 3
Go to [Calculation] > [+ New] > select IR56F as "Tax Form Type" and corresponding "Period" > [OK].
Step 4
Click ［View］to receipt of Tax Report Details and doing further operation for［Recalculate］, ［Add］, ［Delete］or ［Close］.
Step 5
Click edit to change their basic information, income details, residential address details as well as other information before save the modification.
Notice⚠️:
If boxes of your employees’ self-information page are gray and cannot be edited, you are able to enter ［People］,completing this staff's information through filtering.
In addition, you should click lock to remain the employee’s edited data if you save any change on the amount in Income details.
Step 6
Download Tax Report. Enter ［Report］ > choose IR56F 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
You can use the text editor to check if the content is complete and correct after the successful download.
Occasional queries:
This error message refers to the AreaCodeResAddr that should be one character while you should go completing information of ［Address］,［Area Code］and［ Sex ］.
