【Hong Kong】Prepare IR56B for submission

14-Mar-2023 · Felix Fung
Available in other languages 中文

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

3. Submitting IR56B

Difference between the file for submitting via CD and etaxblobid0.png

  • 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)

In IR56B batch

  • Input [2019] in the Remark, otherwise the XML file generated would be not supported for CD/USB submission
    • Make sure the file WITHOUT the line <IR56VER>B0001</IR56VER>
  • Go to More --> Generate IR56B for eTax
    • Download and burn the XML file to CD/USB disc.
  • More --> Generate Control List
    • Print and Sign the control list
  • Together with the reply slip, submit your media and the checklist to IRD
  • If your company has more than 800 employees, you can submit via eTax but prior approval from IRD is required. You can go to More->Generate IR56B for eTax in .zip_____2020-11-25_17.08.57.png

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