【Hong Kong】Prepare IR56B for submission

What do we need?

Let's make sure the following are done before we move onto IR56B reporting:

• Tax information of employer is updated (Master Data --> Organization)
• Employees' personal infomation is updated (Staff --> Applicant)
• Payrolls from last April to March are done and posted (Payroll --> Payroll Batch)
• Pay types are correctly configured on whether it is taxable with proper tax category (Master Data --> Job Order Template)
  ➡️ Details setting can take a look at Get Ready for using Taxation

Steps to preparing IR56B for submission

1. Preparing IR56B Batch

• Go to Taxation --> IR56B
• Click "Add New"
  • Specify the company and tax period
  • Confirm. You now have a blank IR56B batch
• Click "Add Placement"
  • Pick who you are reporting tax. Just like payroll.
  • Confirm. The staff are being added to the IR56B batch.

2. Reviewing IR56B

• Check and make changes to individual tax forms one by one, or
• Generate the reports to check the amount
  • Go to Analytic->Taxation-> 
    • Tax Details Report,
    • Tax Summary Report, or
  • Go to Analytic->Payroll->Payroll Details by Placement
    • remember to choose the date of the tax period
      ➡️ Take a look at How to handle the "-ve" in tax form? if you find there "-ve" after generating the tax form.

3. Submitting IR56B via * etax Mixed Mode

• In IR56B batch, go to More->Generate IR56B for eTax

  • Save the XML file
  • Make sure you can see the line <IR56VER>B0001</IR56VER> in the file.

    

• Go to GovHK website upload the XML file :https://www.gov.hk/en/residents/taxes/etax/services/efiling_er.htm

  • Submit IR56 via etax Mixed Mode

    

  • Choose Mixed Mode and input the information needed(Tax file number, Employer Identification Code)

    

  • Check and Submit the information
  • Save and Print the Acknowledgement and the Control List

    

  • Sign and Submit the Control List with a duly completed and signed paper BIR56A
    ⚠️ The Authorized Signer is required to sign on each and every page of the Control List

    

• You can refer to the below websites for the procedures
  1. Online Demo 
  2. User Guide in PDF (P.30)

4. Delivering IR56B to your staffs

• If you have ESS module, once your IR56B batch is posted, your staffs will see it available for download in ESS.
• Alternatively, you can Print or Email the forms to staffs